Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund | Jul 31, 2025 | 8.1M | 533.0M | 3.7% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 7.0M | 457.5M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 6.9M | 450.5M | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 5.2M | 339.9M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 3.3M | 217.6M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 2.3M | 153.6M | 1.1% |
| MFS SERIES TRUST XI-MFS Mid Cap Value Fund | Sep 30, 2025 | 2.1M | 135.4M | 0.9% |
| SPDR S&P MIDCAP 400 ETF TRUST | Sep 30, 2025 | 1.6M | 107.5M | 0.8% |
| VANGUARD FIXED INCOME SECURITIES Fd.S-Vanguard Real Estate II Index Fd | Jul 31, 2025 | 1.4M | 92.8M | 0.6% |
| SCHWAB STRATEGIC TRUST-Schwab U.S. REIT ETF | Aug 31, 2025 | 1.4M | 91.1M | 0.6% |
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