Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Core S&P Midcap ETF | Jun 30, 2024 | 2.8M | 117.4M | 3.1% |
| Vanguard Total Stock Market Index Fund | Mar 31, 2024 | 2.7M | 112.5M | 3.0% |
| Undiscovered Managers Behavioral Value Fund | Mar 31, 2024 | 2.2M | 92.0M | 2.4% |
| Vanguard Small-Cap Index Fund | Mar 31, 2024 | 2.2M | 91.4M | 2.4% |
| iShares Russell 2000 ETF | Jun 30, 2024 | 2.2M | 91.3M | 2.4% |
| Price (T.Rowe) Small-Cap Value Fund | Mar 31, 2024 | 1.7M | 72.0M | 1.9% |
| Vanguard Small Cap Value Index Fund | Mar 31, 2024 | 1.5M | 61.6M | 1.6% |
| Reaves Utility Income Fund | Apr 30, 2024 | 1.5M | 61.6M | 1.6% |
| Vanguard Extended Market Index Fund | Mar 31, 2024 | 1.3M | 53.6M | 1.4% |
| Franklin Custodian Funds-Utilities Fund | Mar 31, 2024 | 1.2M | 50.1M | 1.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.