Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 1.6M | 156.1M | 2.7% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 1.3M | 122.3M | 2.1% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 1.3M | 118.9M | 2.0% |
| Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF | Sep 30, 2025 | 1.1M | 102.6M | 1.8% |
| VANGUARD WINDSOR FUNDS-Vanguard Windsor Fund | Jul 31, 2025 | 1.1M | 100.7M | 1.7% |
| J.P. Morgan Fleming Mutual Fd. Group, Inc.-JPMorgan Mid Cap Value Fd. | Sep 30, 2025 | 980.7K | 93.2M | 1.6% |
| MFS SERIES TRUST XI-MFS Mid Cap Value Fund | Sep 30, 2025 | 811.8K | 77.1M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 801.2K | 76.1M | 1.3% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Jul 31, 2025 | 787.7K | 74.8M | 1.3% |
| Ariel Investment Trust-Ariel Fund | Sep 30, 2025 | 761.9K | 72.4M | 1.2% |
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