Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 10.3M | 84.9M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 10.1M | 83.5M | 3.2% |
| SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF | Aug 31, 2025 | 9.4M | 77.4M | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 7.7M | 63.2M | 2.4% |
| Capital Income Builder | Sep 30, 2025 | 7.5M | 62.1M | 2.4% |
| iShares Trust-iShares Select Dividend ETF | Sep 30, 2025 | 6.9M | 57.0M | 2.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 4.9M | 40.5M | 1.5% |
| Invesco Exchange-Traded Fund Trust-Invesco S&P MidCap Quality ETF | Sep 30, 2025 | 3.7M | 30.3M | 1.2% |
| PIMCO Equity Series-PIMCO RAE US Small Fund | Sep 30, 2025 | 3.6M | 29.9M | 1.1% |
| SEI INSTITUTIONAL INVESTMENTS TRUST-SIIT World Equity EX-US Fund | Sep 30, 2025 | 3.6M | 29.8M | 1.1% |
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Holders
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Ultra plan.