Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Touchstone Fd.s Group TRT-Touchstone Fd.s Group TRT-Touchstone Mid Cap | Sep 30, 2025 | 2.2M | 215.5M | 3.1% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 2.1M | 210.4M | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 2.0M | 197.2M | 2.9% |
| AMCAP FUND | Sep 30, 2025 | 1.6M | 159.3M | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 1.5M | 148.1M | 2.2% |
| SmallCap World Fund Inc | Sep 30, 2025 | 999.2K | 98.9M | 1.4% |
| John Hancock Funds III-Disciplined Value Mid Cap Fund | Sep 30, 2025 | 917.5K | 90.8M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Sep 30, 2025 | 837.9K | 83.0M | 1.2% |
| Vanguard Explorer Fund | Jul 31, 2025 | 779.4K | 77.2M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 713.9K | 70.7M | 1.0% |
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Holders
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Ultra plan.