Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 2.1M | 154.4M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 2.1M | 154.1M | 3.2% |
| MFS SERIES TRUST XI-MFS Mid Cap Value Fund | Sep 30, 2025 | 1.9M | 140.7M | 2.9% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 1.5M | 114.7M | 2.4% |
| HARRIS ASSOCIATES INVESTMENT TRUST-Oakmark Equity and Income Fund | Sep 30, 2025 | 1.1M | 81.5M | 1.7% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 991.1K | 73.4M | 1.5% |
| American Century Capital Portfolios, Inc.-SMALL CAP VALUE FUND | Sep 30, 2025 | 870K | 64.5M | 1.3% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Sep 30, 2025 | 777.8K | 57.6M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 702.0K | 52.0M | 1.1% |
| Fidelity Capital Trust-Fidelity Value Fund | Sep 30, 2025 | 563.5K | 41.7M | 0.9% |
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Holders
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