Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| ALLSPRING FUNDS TRUST-Allspring Special Mid Cap Value Fund | Oct 31, 2025 | 6.1M | 315.6M | 3.0% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 5.3M | 273.0M | 2.6% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 4.5M | 235.6M | 2.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 3.4M | 177.3M | 1.7% |
| FPA FUNDS TRUST-FPA Crescent Fund | Sep 30, 2025 | 2.3M | 118.0M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 2.2M | 113.5M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 1.8M | 91.4M | 0.9% |
| JPMorgan Trust II-JPMorgan Mid Cap Growth Fund | Sep 30, 2025 | 1.4M | 74.6M | 0.7% |
| Bridge Builder Trust-Bridge Builder Large Cap Value Fund | Sep 30, 2025 | 1.3M | 65.6M | 0.6% |
| SPDR S&P MIDCAP 400 ETF TRUST | Sep 30, 2025 | 1.2M | 64.1M | 0.6% |
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Holders
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Ultra plan.