Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund | Jul 31, 2025 | 10.5M | 389.9M | 3.5% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 9.4M | 348.4M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 9.3M | 345.4M | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 7.0M | 260.2M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 4.5M | 166.6M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 3.2M | 117.6M | 1.1% |
| COHEN & STEERS Inst. REALTY SHARES INC-Cohen & Steers Inst. Realty Sha | Sep 30, 2025 | 2.9M | 107.3M | 1.0% |
| COHEN & STEERS REALTY SHARES INC-Cohen & Steers Realty Shares | Sep 30, 2025 | 2.8M | 105.9M | 1.0% |
| COHEN & STEERS REAL ESTATE SECURITIES Fd. INC-Cohen & Steers Real Esta | Sep 30, 2025 | 2.5M | 94.5M | 0.9% |
| SPDR S&P MIDCAP 400 ETF TRUST | Sep 30, 2025 | 2.2M | 82.3M | 0.8% |
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