Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| GROWTH FUND OF AMERICA | Sep 30, 2025 | 7.0M | 418.8M | 3.8% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund | Jul 31, 2025 | 6.1M | 359.8M | 3.3% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 5.4M | 322.8M | 2.9% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 3.8M | 226.7M | 2.0% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Sep 30, 2025 | 2.3M | 139.3M | 1.3% |
| AMERICAN FUNDS INSURANCE SERIES-Growth Fund | Sep 30, 2025 | 2.1M | 125.1M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 2.0M | 115.9M | 1.1% |
| Fidelity Puritan Trust-Fidelity Puritan Fund | Sep 30, 2025 | 1.7M | 101.6M | 0.9% |
| VANGUARD FIXED INCOME SECURITIES Fd.S-Vanguard Real Estate II Index Fd | Jul 31, 2025 | 1.1M | 62.5M | 0.6% |
| Fidelity Advisor Series I-Fidelity Advisor Growth Opportunities Fund | Sep 30, 2025 | 1.0M | 60.3M | 0.5% |
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Holders
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