Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund | Jul 31, 2025 | 6.4M | 434.0M | 3.8% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 5.7M | 385.6M | 3.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 4.3M | 291.4M | 2.6% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 4.0M | 273.0M | 2.4% |
| Principal Funds, Inc-Real Estate Securities Fund | Jul 31, 2025 | 3.0M | 202.9M | 1.8% |
| -Price (T.Rowe) Real Assets Trust I | Sep 30, 2025 | 2.8M | 186.8M | 1.7% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 2.8M | 186.5M | 1.6% |
| John Hancock Funds III-Disciplined Value Mid Cap Fund | Sep 30, 2025 | 2.6M | 173.6M | 1.5% |
| J.P. Morgan Fleming Mutual Fd. Group, Inc.-JPMorgan Mid Cap Value Fd. | Sep 30, 2025 | 2.1M | 143.6M | 1.3% |
| T. Rowe Price Mid-Cap Value Fund, Inc. | Sep 30, 2025 | 2.1M | 143.3M | 1.3% |
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