Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 1.2M | 650.5M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 1.2M | 642.2M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 881.3K | 483.3M | 2.4% |
| Eaton Vance Growth Trust-Eaton Vance Atlanta Capital SMID-Cap Fund | Sep 30, 2025 | 736.9K | 404.1M | 2.0% |
| Victory Portfolios-Victory Sycamore Established Value Fund | Sep 30, 2025 | 507K | 278.0M | 1.4% |
| Franklin Managed Trust-FRANKLIN RISING DIVIDENDS FUND | Sep 30, 2025 | 500K | 274.2M | 1.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Sep 30, 2025 | 493.2K | 270.5M | 1.3% |
| T. Rowe Price Mid-Cap Growth Fund, Inc. | Sep 30, 2025 | 442.9K | 242.9M | 1.2% |
| GROWTH FUND OF AMERICA | Sep 30, 2025 | 395.9K | 217.1M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 398.1K | 218.3M | 1.1% |
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Holders
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