Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 4.3M | 189.4M | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 3.9M | 169.9M | 2.8% |
| GROWTH FUND OF AMERICA | Sep 30, 2025 | 3.6M | 159.4M | 2.7% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 2.9M | 127.6M | 2.1% |
| Vanguard Explorer Fund | Jul 31, 2025 | 2.3M | 100.5M | 1.7% |
| Franklin Custodian Funds-FRANKLIN DYNATECH FUND | Sep 30, 2025 | 2M | 87.7M | 1.5% |
| VANGUARD WORLD FUND-Vanguard U.S. Growth Fund | Aug 31, 2025 | 1.9M | 83.3M | 1.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Sep 30, 2025 | 1.6M | 71.4M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 1.5M | 64.0M | 1.1% |
| SmallCap World Fund Inc | Sep 30, 2025 | 1.4M | 60.8M | 1.0% |
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Holders
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Ultra plan.