Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 21.2M | 2.6B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Sep 30, 2025 | 14.9M | 1.8B | 2.2% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 7.2M | 892.2M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Sep 30, 2025 | 6.0M | 749.1M | 0.9% |
| Fidelity Investment Trust-Fidelity Series International Growth Fund | Oct 31, 2025 | 6.0M | 739.7M | 0.9% |
| PUTNAM LARGE CAP VALUE FUND | Jul 31, 2025 | 5.4M | 675.7M | 0.8% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Value Index Fund | Sep 30, 2025 | 4.2M | 516.8M | 0.6% |
| MFS SERIES TRUST I-MFS Value Fund | Aug 31, 2025 | 3.6M | 450.2M | 0.5% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Sep 30, 2025 | 3.6M | 440.4M | 0.5% |
| John Hancock Funds III-Disciplined Value Fund | Sep 30, 2025 | 3.5M | 432.9M | 0.5% |
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Holders
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Ultra plan.