Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 4.2M | 394.3M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 4.2M | 390.5M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 3.1M | 293.0M | 2.4% |
| -Victory Pioneer Fund | Sep 30, 2025 | 2.8M | 263.3M | 2.2% |
| PUTNAM LARGE CAP VALUE FUND | Jul 31, 2025 | 2.5M | 238.3M | 2.0% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 2.0M | 187.5M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 1.4M | 132.3M | 1.1% |
| MFS Series Trust IV-MFS Mid Cap Growth Fund | Aug 31, 2025 | 1.1M | 106.4M | 0.9% |
| SmallCap World Fund Inc | Sep 30, 2025 | 1.1M | 103.6M | 0.9% |
| SPDR S&P MIDCAP 400 ETF TRUST | Sep 30, 2025 | 989.9K | 92.7M | 0.8% |
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Holders
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Ultra plan.