Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund | Jul 31, 2025 | 3.2M | 416.1M | 3.7% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 2.8M | 355.7M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 2.7M | 350.8M | 3.1% |
| Victory Portfolios-Victory Sycamore Established Value Fund | Sep 30, 2025 | 2.2M | 288.5M | 2.6% |
| JANUS INVESTMENT FUND-Janus Henderson Enterprise Fund | Sep 30, 2025 | 2.2M | 281.4M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 2.1M | 264.3M | 2.4% |
| John Hancock Funds III-Disciplined Value Mid Cap Fund | Sep 30, 2025 | 1.7M | 215.4M | 1.9% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 929.6K | 119.4M | 1.1% |
| Income Fund of America | Sep 30, 2025 | 903.0K | 116.0M | 1.0% |
| Fidelity Devonshire Trust-Fidelity Equity-Income Fund | Sep 30, 2025 | 712.3K | 91.5M | 0.8% |
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Holders
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