Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund | Jan 31, 2026 | 6.4M | 425.0M | 3.8% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 5.7M | 376.1M | 3.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 4.2M | 273.9M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 4.2M | 274.0M | 2.5% |
| Principal Funds, Inc-Real Estate Securities Fund | Jan 31, 2026 | 3.4M | 222.5M | 2.0% |
| -Price (T.Rowe) Real Assets Trust I | Sep 30, 2025 | 2.8M | 182.1M | 1.7% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 2.7M | 176.6M | 1.6% |
| John Hancock Funds III-Disciplined Value Mid Cap Fund | Jan 31, 2026 | 2.5M | 164.8M | 1.5% |
| Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF | Jan 31, 2026 | 2.4M | 156.5M | 1.4% |
| J.P. Morgan Fleming Mutual Fd. Group, Inc.-JPMorgan Mid Cap Value Fd. | Dec 31, 2025 | 2.3M | 152.9M | 1.4% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.