Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Dodge & Cox Funds-Dodge & Cox Stock Fund | Sep 30, 2025 | 74.9M | 703.8M | 11.0% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 21.7M | 204.4M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 21.5M | 202.0M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 16.2M | 151.9M | 2.4% |
| T. Rowe Price Mid-Cap Growth Fund, Inc. | Sep 30, 2025 | 15.3M | 143.5M | 2.2% |
| Touchstone Fd.s Group TRT-Touchstone Fd.s Group TRT-Touchstone Mid Cap | Sep 30, 2025 | 12.0M | 112.6M | 1.8% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 10.3M | 97.2M | 1.5% |
| Dodge & Cox Funds-Dodge & Cox Global Stock Fund | Sep 30, 2025 | 7.8M | 72.9M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 7.3M | 68.5M | 1.1% |
| Bridge Builder Trust-Bridge Builder Large Cap Value Fund | Sep 30, 2025 | 6.6M | 61.7M | 1.0% |
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Holders
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