Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| -Price (T.Rowe) U.S. Value Equity Trust | Sep 30, 2025 | 11.6M | 358.0M | 4.9% |
| T. Rowe Price Value Fund, Inc. | Sep 30, 2025 | 9.5M | 294.1M | 4.0% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 7.6M | 235.3M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 7.1M | 221.3M | 3.0% |
| John Hancock Funds III-Disciplined Value Mid Cap Fund | Sep 30, 2025 | 5.8M | 178.2M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 5.4M | 166.0M | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 3.4M | 106.3M | 1.5% |
| Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund | Sep 30, 2025 | 3.3M | 102.3M | 1.4% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 2.5M | 78.9M | 1.1% |
| UNDISCOVERED MANAGERS Fd.S-Undiscovered Managers Behavioral Value Fd. | Sep 30, 2025 | 2.4M | 73.0M | 1% |
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