Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 1.7M | 260.8M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 1.7M | 257.3M | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 1.3M | 193.7M | 2.4% |
| AMCAP FUND | Sep 30, 2025 | 1.2M | 174.8M | 2.1% |
| Vanguard Explorer Fund | Jul 31, 2025 | 922.9K | 138.8M | 1.7% |
| Virtus Equity Trust-Virtus KAR Mid-Cap Core Fund | Sep 30, 2025 | 778.6K | 117.1M | 1.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Sep 30, 2025 | 721.4K | 108.5M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 582.6K | 87.6M | 1.1% |
| BARON INVESTMENT Fd.S TRT -BARON SMALL CAP Fd. | Sep 30, 2025 | 500K | 75.2M | 0.9% |
| Carillon Series Trust-Carillon Eagle Mid Cap Growth Fund | Sep 30, 2025 | 451.4K | 67.9M | 0.8% |
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Holders
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