Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 2.1M | 302.7M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 2.1M | 298.1M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 1.6M | 224.9M | 2.4% |
| T. Rowe Price Mid-Cap Growth Fund, Inc. | Sep 30, 2025 | 1.0M | 145.2M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Sep 30, 2025 | 880.8K | 125.8M | 1.3% |
| AB Large Cap Growth Fund Inc | Sep 30, 2025 | 780.1K | 111.4M | 1.2% |
| NEUBERGER BERMAN EQUITY FUNDS-Neuberger Berman Genesis Fund | Sep 30, 2025 | 767.0K | 109.5M | 1.2% |
| WASHINGTON MUTUAL INVESTORS FUND | Sep 30, 2025 | 754.7K | 107.8M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 711.0K | 101.5M | 1.1% |
| Victory Portfolios-Victory Sycamore Established Value Fund | Sep 30, 2025 | 690K | 98.5M | 1.0% |
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