Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| AMERICAN FUNDS FUNDAMENTAL INVESTORS | Sep 30, 2025 | 5.4M | 806.0M | 6.3% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 2.5M | 368.3M | 2.9% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 2.5M | 362.9M | 2.8% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 1.8M | 273.6M | 2.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 1.2M | 175.1M | 1.4% |
| J.P. Morgan Mutual Fd. Investment TRT-JPMorgan Growth Advantage Fd. | Sep 30, 2025 | 1.2M | 175.7M | 1.4% |
| NEW PERSPECTIVE FUND | Sep 30, 2025 | 1.1M | 155.8M | 1.2% |
| T. Rowe Price Mid-Cap Growth Fund, Inc. | Sep 30, 2025 | 936.1K | 138.5M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 835.4K | 123.6M | 1.0% |
| Fidelity Devonshire Trust-Fidelity Equity-Income Fund | Oct 31, 2025 | 831.3K | 123.0M | 1.0% |
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Holders
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Ultra plan.