Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| UNDISCOVERED MANAGERS Fd.S-Undiscovered Managers Behavioral Value Fd. | Sep 30, 2025 | 3.0M | 103.2M | 5.1% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 2.0M | 68.9M | 3.4% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 1.9M | 64.5M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 1.4M | 48.6M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 904.2K | 31.1M | 1.5% |
| Columbia Funds Series Trust-Columbia Select Mid Cap Value Fund | Aug 31, 2025 | 756.3K | 26.0M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 670.3K | 23.1M | 1.1% |
| HARBOR FUNDS-Harbor Small Cap Growth Fund | Jul 31, 2025 | 562.2K | 19.3M | 1.0% |
| HARTFORD MUTUAL FUNDS INC/CT-THE HARTFORD CAPITAL APPRECIATION FUND | Jul 31, 2025 | 530.7K | 18.3M | 0.9% |
| SPDR S&P MIDCAP 400 ETF TRUST | Sep 30, 2025 | 470.4K | 16.2M | 0.8% |
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