Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 13.1M | 610.7M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 12.9M | 602.5M | 3.2% |
| GROWTH FUND OF AMERICA | Sep 30, 2025 | 12M | 558.9M | 3.0% |
| T. Rowe Price Mid-Cap Growth Fund, Inc. | Sep 30, 2025 | 10.0M | 465.0M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 9.7M | 453.7M | 2.4% |
| -Price (T.Rowe) U.S. Value Equity Trust | Sep 30, 2025 | 7.0M | 328.2M | 1.7% |
| John Hancock Funds III-Disciplined Value Mid Cap Fund | Sep 30, 2025 | 6.9M | 319.3M | 1.7% |
| T. Rowe Price Value Fund, Inc. | Sep 30, 2025 | 5.8M | 272.2M | 1.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Sep 30, 2025 | 5.5M | 254.0M | 1.4% |
| -Price (T.Rowe) U.S. Large Cap Core Trust | Sep 30, 2025 | 4.6M | 214.6M | 1.1% |
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