Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund | Jul 31, 2025 | 2.8M | 96.7M | 3.6% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 2.4M | 82.3M | 3.1% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 2.3M | 78.9M | 2.9% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 2.0M | 68.6M | 2.6% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 1.7M | 60.6M | 2.3% |
| Longleaf Partners Funds Trust-Longleaf Partners Fund | Sep 30, 2025 | 1.1M | 36.7M | 1.4% |
| AMERICAN BEACON FUNDS-American Beacon Small Cap Value Fund | Oct 31, 2025 | 946.5K | 32.9M | 1.2% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Sep 30, 2025 | 784.3K | 27.3M | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 761.2K | 26.5M | 1.0% |
| iShares Trust-iShares Russell 2000 Value ETF | Sep 30, 2025 | 653.1K | 22.7M | 0.9% |
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