Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| BARON SELECT FUNDS-Baron Partners Fund | Sep 30, 2025 | 3.3M | 454.0M | 7.9% |
| Principal Funds, Inc-MidCap Fund | Jul 31, 2025 | 2.4M | 335.8M | 5.9% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 1.4M | 186.1M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 1.3M | 171.5M | 3.0% |
| MFS Series Trust IV-MFS Mid Cap Growth Fund | Aug 31, 2025 | 1.1M | 153.2M | 2.7% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 953.4K | 130.8M | 2.3% |
| MFS SERIES TRUST XI-MFS Mid Cap Value Fund | Sep 30, 2025 | 874.9K | 120.0M | 2.1% |
| BARON SELECT FUNDS-Baron Focused Growth Fund | Sep 30, 2025 | 781.5K | 107.2M | 1.9% |
| HARTFORD MUTUAL FUNDS INC/CT-THE HARTFORD MIDCAP FUND | Jul 31, 2025 | 681.1K | 93.4M | 1.6% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Sep 30, 2025 | 533.9K | 73.2M | 1.3% |
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