Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 4.2M | 250.3M | 3.3% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 4.1M | 247.0M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 3.1M | 186.0M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 2.0M | 119.0M | 1.6% |
| MFS SERIES TRUST XI-MFS Mid Cap Value Fund | Sep 30, 2025 | 1.6M | 93.8M | 1.2% |
| First Eagle Funds-First Eagle Global Fund | Jul 31, 2025 | 1.5M | 89.5M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 1.4M | 84.0M | 1.1% |
| College Retirement Equities Fd.-College Retirement Equities Fd. - Stoc | Sep 30, 2025 | 1.1M | 67.2M | 0.9% |
| Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd. | Sep 30, 2025 | 1.1M | 64.7M | 0.9% |
| JPMorgan Trust II-JPMorgan Large Cap Value Fund | Sep 30, 2025 | 1.0M | 62.1M | 0.8% |
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Holders
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Ultra plan.