Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Eaton Vance Growth Trust-Eaton Vance Atlanta Capital SMID-Cap Fund | Sep 30, 2025 | 1.0M | 477.4M | 4.6% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 701.6K | 331.2M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 694.5K | 327.8M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 521.3K | 246.0M | 2.4% |
| John Hancock Funds III-Disciplined Value Mid Cap Fund | Sep 30, 2025 | 393.3K | 185.6M | 1.8% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 333.6K | 157.5M | 1.5% |
| VANGUARD WINDSOR FUNDS-Vanguard Windsor Fund | Jul 31, 2025 | 291.7K | 137.7M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 235.3K | 111.1M | 1.1% |
| Bridge Builder Trust-Bridge Builder Large Cap Value Fund | Sep 30, 2025 | 184.6K | 87.1M | 0.8% |
| SPDR S&P MIDCAP 400 ETF TRUST | Sep 30, 2025 | 164.9K | 77.8M | 0.8% |
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Holders
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