Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 1.8M | 428.6M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 1.7M | 423.4M | 3.2% |
| Victory Portfolios-Victory Sycamore Established Value Fund | Sep 30, 2025 | 1.3M | 320.1M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 1.3M | 318.5M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Sep 30, 2025 | 732.1K | 178.2M | 1.3% |
| John Hancock Funds III-Disciplined Value Mid Cap Fund | Sep 30, 2025 | 620.7K | 151.1M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 591.1K | 143.9M | 1.1% |
| SPDR SERIES TRUST-SPDR S&P DIVIDEND ETF | Sep 30, 2025 | 549.7K | 133.8M | 1% |
| J.P. Morgan Fleming Mutual Fd. Group, Inc.-JPMorgan Mid Cap Value Fd. | Sep 30, 2025 | 440.1K | 107.1M | 0.8% |
| SPDR S&P MIDCAP 400 ETF TRUST | Sep 30, 2025 | 413.7K | 100.7M | 0.8% |
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Holders
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