Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 5.4M | 176.5M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 5.3M | 174.5M | 3.2% |
| Vanguard Explorer Fund | Jul 31, 2025 | 4.0M | 132.1M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 4.0M | 131.2M | 2.4% |
| SmallCap World Fund Inc | Sep 30, 2025 | 3.4M | 110.7M | 2% |
| NEW ECONOMY FUND | Sep 30, 2025 | 3.3M | 106.9M | 1.9% |
| T. Rowe Price Mid-Cap Value Fund, Inc. | Sep 30, 2025 | 3.0M | 99.0M | 1.8% |
| NEUBERGER BERMAN EQUITY FUNDS-Neuberger Berman Genesis Fund | Sep 30, 2025 | 3.0M | 96.8M | 1.8% |
| AMERICAN FUNDS FUNDAMENTAL INVESTORS | Sep 30, 2025 | 2.5M | 82.6M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Sep 30, 2025 | 2.2M | 73.5M | 1.3% |
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Holders
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