Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund | Jul 31, 2025 | 4.0M | 286.3M | 3.5% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 3.5M | 252.9M | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 3.5M | 249.0M | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 2.6M | 188.2M | 2.3% |
| COHEN & STEERS REAL ESTATE SECURITIES Fd. INC-Cohen & Steers Real Esta | Sep 30, 2025 | 2.4M | 172.9M | 2.1% |
| COHEN & STEERS Inst. REALTY SHARES INC-Cohen & Steers Inst. Realty Sha | Sep 30, 2025 | 2.0M | 140.4M | 1.7% |
| COHEN & STEERS REALTY SHARES INC-Cohen & Steers Realty Shares | Sep 30, 2025 | 1.9M | 138.8M | 1.7% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 1.7M | 120.5M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 1.2M | 84.9M | 1.0% |
| SPDR S&P MIDCAP 400 ETF TRUST | Sep 30, 2025 | 828.1K | 59.4M | 0.7% |
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