Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 629.7K | 220.4M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 619.9K | 217.0M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 467.8K | 163.7M | 2.4% |
| NEUBERGER BERMAN EQUITY FUNDS-Neuberger Berman Genesis Fund | Sep 30, 2025 | 414.5K | 145.1M | 2.1% |
| Franklin Value Investors Trust-FRANKLIN SMALL CAP VALUE FUND | Jul 31, 2025 | 305.6K | 107.0M | 1.6% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 299.4K | 104.8M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 211.5K | 74.0M | 1.1% |
| Invesco Exchange-Traded Fund Trust-Invesco S&P MidCap Quality ETF | Sep 30, 2025 | 166.0K | 58.1M | 0.8% |
| Invesco Exchange-Traded Fund Trust-Invesco Water Resources ETF | Sep 30, 2025 | 161.1K | 56.4M | 0.8% |
| T. ROWE PRICE QUANTITATIVE Mgmt Fd.S, INC.-T. Rowe Price Integrated U. | Sep 30, 2025 | 161.7K | 56.6M | 0.8% |
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