Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 8.9M | 288.5M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 8.8M | 283.0M | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 6.6M | 214.3M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 4.3M | 137.2M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 3.0M | 96.9M | 1.1% |
| SPDR SERIES TRUST-SPDR S&P DIVIDEND ETF | Sep 30, 2025 | 2.7M | 88.3M | 1.0% |
| SPDR S&P MIDCAP 400 ETF TRUST | Sep 30, 2025 | 2.1M | 67.8M | 0.7% |
| J.P. Morgan Fleming Mutual Fd. Group, Inc.-JPMorgan Mid Cap Value Fd. | Sep 30, 2025 | 2.0M | 62.9M | 0.7% |
| iShares Trust-iShares MSCI USA Quality Factor ETF | Sep 30, 2025 | 1.9M | 61.5M | 0.7% |
| VANGUARD WORLD FUND-Vanguard Utilities Index Fund | Aug 31, 2025 | 1.8M | 58.1M | 0.6% |
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Holders
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