Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 3.7M | 371.6M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 3.7M | 370.2M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 2.8M | 279.3M | 2.4% |
| Victory Portfolios-Victory Sycamore Established Value Fund | Sep 30, 2025 | 2.6M | 267.3M | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 1.8M | 178.8M | 1.5% |
| Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd. | Sep 30, 2025 | 1.4M | 141.5M | 1.2% |
| AIM Sector Funds (Invesco Sector Funds)-INVESCO SMALL CAP VALUE FUND | Jul 31, 2025 | 1.3M | 136.7M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 1.2M | 124.7M | 1.1% |
| JANUS INVESTMENT FUND-Janus Henderson Triton Fund | Sep 30, 2025 | 1.0M | 101.9M | 0.9% |
| Templeton Growth Fund, Inc. | Aug 31, 2025 | 996.1K | 100.9M | 0.9% |
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Holders
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