Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 6.6M | 1.2B | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Sep 30, 2025 | 4.6M | 869.5M | 2.2% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 2.4M | 442.9M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Sep 30, 2025 | 1.9M | 353.1M | 0.9% |
| T. Rowe Price Mid-Cap Growth Fund, Inc. | Sep 30, 2025 | 1.7M | 311.1M | 0.8% |
| MFS Series Trust II-MFS Growth Fund | Aug 31, 2025 | 1.5M | 281.2M | 0.7% |
| JPMorgan Trust II-JPMorgan Large Cap Growth Fund | Sep 30, 2025 | 1.4M | 262.6M | 0.6% |
| Mnged PORT. Series-Tortoise Energy Infrastructure Total Return Fd. | Sep 30, 2025 | 1.3M | 247.1M | 0.6% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Value Index Fund | Sep 30, 2025 | 1.3M | 243.6M | 0.6% |
| John Hancock Investment Trust-Fundamental Large Cap Core Fund | Sep 30, 2025 | 1.2M | 234.4M | 0.6% |
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Holders
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