Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 1.0M | 146.0M | 3.3% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 1.0M | 144.8M | 3.3% |
| Eaton Vance Growth Trust-Eaton Vance Atlanta Capital SMID-Cap Fund | Sep 30, 2025 | 859.9K | 123.0M | 2.8% |
| Victory Portfolios-Victory Sycamore Established Value Fund | Sep 30, 2025 | 835K | 119.4M | 2.7% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 766.9K | 109.7M | 2.5% |
| Virtus Equity Trust-Virtus KAR Small-Cap Core Fund | Sep 30, 2025 | 609.3K | 87.1M | 2.0% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 490.9K | 70.2M | 1.6% |
| SmallCap World Fund Inc | Sep 30, 2025 | 425.6K | 60.9M | 1.4% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 339.8K | 48.6M | 1.1% |
| Variable Insurance Products Fund III-VIP Mid Cap Portfolio | Sep 30, 2025 | 272.2K | 38.9M | 0.9% |
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