Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Franklin Managed Trust-FRANKLIN RISING DIVIDENDS FUND | Sep 30, 2025 | 5.4M | 547.2M | 3.3% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 5.1M | 522.2M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 5.1M | 516.3M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 3.8M | 388.0M | 2.4% |
| AMCAP FUND | Sep 30, 2025 | 2.5M | 255.6M | 1.6% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 2.4M | 248.3M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 1.7M | 175.3M | 1.1% |
| College Retirement Equities Fd.-College Retirement Equities Fd. - Stoc | Sep 30, 2025 | 1.5M | 151.8M | 0.9% |
| MFS SERIES TRUST XI-MFS Mid Cap Value Fund | Sep 30, 2025 | 1.3M | 134.0M | 0.8% |
| Trust for Professional Managers-Mairs & Power Growth Fund | Sep 30, 2025 | 1.2M | 124.0M | 0.8% |
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Holders
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Ultra plan.