Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 1.5M | 126.6M | 2.9% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 1.5M | 120.8M | 2.8% |
| Touchstone Fd.s Group TRT-Touchstone Fd.s Group TRT-Touchstone Mid Cap | Sep 30, 2025 | 1.2M | 100.0M | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 1.1M | 90.8M | 2.1% |
| J.P. Morgan Fleming Mutual Fd. Group, Inc.-JPMorgan Mid Cap Value Fd. | Sep 30, 2025 | 988.2K | 82.0M | 1.9% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Jul 31, 2025 | 786.3K | 65.3M | 1.5% |
| ALPS SERIES TRUST-Clarkston Partners Fund | Sep 30, 2025 | 760K | 63.1M | 1.5% |
| JPMorgan Trust I-JPMorgan Value Advantage Fund | Sep 30, 2025 | 633.3K | 52.6M | 1.2% |
| ALPS SERIES TRUST-Clarkston Founders Fund | Sep 30, 2025 | 530K | 44.0M | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 510.4K | 42.4M | 1.0% |
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Holders
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Ultra plan.