Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 9.6M | 363.6M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 9.5M | 358.7M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 7.1M | 270.1M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Sep 30, 2025 | 4.0M | 151.2M | 1.3% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Aug 31, 2025 | 3.8M | 142.4M | 1.3% |
| American Century Mutual Funds, Inc.-ULTRA FUND | Sep 30, 2025 | 3.7M | 141.7M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 3.2M | 122.1M | 1.1% |
| Vanguard Explorer Fund | Jul 31, 2025 | 3.0M | 113.6M | 1% |
| Brown Advisory Funds-Brown Advisory Sustainable Growth Fund | Oct 31, 2025 | 2.5M | 94.0M | 0.8% |
| JANUS INVESTMENT FUND-Janus Henderson Enterprise Fund | Sep 30, 2025 | 2.5M | 92.9M | 0.8% |
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Holders
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Ultra plan.