Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 7.1M | 195.7M | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 6.2M | 171.4M | 2.6% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 4.7M | 129.0M | 2.0% |
| VANGUARD WORLD FUND-Vanguard U.S. Growth Fund | Aug 31, 2025 | 3.1M | 85.7M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Sep 30, 2025 | 2.6M | 72.2M | 1.1% |
| Invesco Exchange-Traded Fund Trust-Invesco S&P MidCap Quality ETF | Sep 30, 2025 | 2.3M | 63.8M | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 2.1M | 57.2M | 0.9% |
| Carillon Series Trust-Carillon Eagle Mid Cap Growth Fund | Sep 30, 2025 | 2.0M | 56.2M | 0.9% |
| Vanguard Explorer Fund | Jul 31, 2025 | 1.9M | 52.0M | 0.8% |
| AIM Investment Fd.s -Invesco Discovery Mid Cap Growth Fd. | Jul 31, 2025 | 1.9M | 51.1M | 0.8% |
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Holders
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