Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 4.2M | 389.7M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 4.2M | 385.9M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 3.1M | 289.6M | 2.4% |
| -Victory Pioneer Fund | Sep 30, 2025 | 2.8M | 260.2M | 2.2% |
| PUTNAM LARGE CAP VALUE FUND | Jul 31, 2025 | 2.5M | 235.6M | 2.0% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 2.0M | 185.3M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 1.4M | 130.7M | 1.1% |
| Fidelity Advisor Series I-Fidelity Advisor Growth Opportunities Fund | Sep 30, 2025 | 1.3M | 120.0M | 1.0% |
| MFS Series Trust IV-MFS Mid Cap Growth Fund | Aug 31, 2025 | 1.1M | 105.1M | 0.9% |
| SmallCap World Fund Inc | Sep 30, 2025 | 1.1M | 102.3M | 0.9% |
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Holders
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Ultra plan.