Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| JANUS INVESTMENT FUND-Janus Henderson Enterprise Fund | Sep 30, 2025 | 2.5M | 379.4M | 7.3% |
| Eaton Vance Growth Trust-Eaton Vance Atlanta Capital SMID-Cap Fund | Sep 30, 2025 | 1.9M | 294.2M | 5.7% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 1.1M | 165.9M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 1.1M | 163.2M | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 812.1K | 123.3M | 2.4% |
| John Hancock Funds III-Disciplined Value Mid Cap Fund | Sep 30, 2025 | 638.5K | 96.9M | 1.9% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 519.8K | 78.9M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 366.9K | 55.7M | 1.1% |
| Fidelity Capital Trust-Fidelity Value Fund | Sep 30, 2025 | 290K | 44.0M | 0.9% |
| JANUS INVESTMENT FUND-Janus Henderson Triton Fund | Sep 30, 2025 | 275.7K | 41.9M | 0.8% |
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Holders
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Ultra plan.