Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund | Jul 31, 2025 | 2.4M | 619.8M | 3.7% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 2.0M | 525.5M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 1.6M | 412.2M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Sep 30, 2025 | 1.4M | 369.3M | 2.2% |
| COHEN & STEERS Inst. REALTY SHARES INC-Cohen & Steers Inst. Realty Sha | Sep 30, 2025 | 947.2K | 245.5M | 1.5% |
| -Price (T.Rowe) U.S. Value Equity Trust | Sep 30, 2025 | 919.1K | 238.3M | 1.4% |
| COHEN & STEERS REAL ESTATE SECURITIES Fd. INC-Cohen & Steers Real Esta | Sep 30, 2025 | 916.9K | 237.7M | 1.4% |
| COHEN & STEERS REALTY SHARES INC-Cohen & Steers Realty Shares | Sep 30, 2025 | 916.4K | 237.6M | 1.4% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 815.5K | 211.4M | 1.3% |
| -Price (T.Rowe) Real Assets Trust I | Sep 30, 2025 | 803.3K | 208.2M | 1.3% |
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