Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| AMERICAN BALANCED FUND | Sep 30, 2025 | 7.7M | 494.1M | 3.4% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 7.2M | 463.3M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 7.1M | 457.2M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 5.3M | 344.3M | 2.4% |
| John Hancock Funds III-Disciplined Value Fund | Sep 30, 2025 | 4.5M | 288.1M | 2% |
| John Hancock Funds III-Disciplined Value Mid Cap Fund | Sep 30, 2025 | 3.7M | 241.5M | 1.7% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 3.4M | 220.3M | 1.5% |
| Victory Portfolios-Victory Sycamore Established Value Fund | Sep 30, 2025 | 3.3M | 214.5M | 1.5% |
| VANGUARD WELLINGTON FUND | Aug 31, 2025 | 3.0M | 195.3M | 1.4% |
| VANGUARD CHESTER FUNDS-Vanguard PRIMECAP Fund | Sep 30, 2025 | 2.6M | 170.3M | 1.2% |
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