Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund | Oct 31, 2025 | 25.8M | 485.1M | 3.7% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 21.6M | 407.2M | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 16.1M | 303.8M | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 15.6M | 294.0M | 2.2% |
| COHEN & STEERS Inst. REALTY SHARES INC-Cohen & Steers Inst. Realty Sha | Dec 31, 2025 | 12.2M | 229.4M | 1.7% |
| COHEN & STEERS REALTY SHARES INC-Cohen & Steers Realty Shares | Dec 31, 2025 | 11.1M | 209.0M | 1.6% |
| COHEN & STEERS REAL ESTATE SECURITIES Fd. INC-Cohen & Steers Real Esta | Dec 31, 2025 | 10.3M | 193.2M | 1.5% |
| Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF | Jan 31, 2026 | 8.9M | 168.5M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 8.2M | 154.8M | 1.2% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Jan 31, 2026 | 8.1M | 153.1M | 1.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.