Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund | Sep 30, 2025 | 7.7M | 105.6M | 2.1% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 7.7M | 105.6M | 2.1% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 5.8M | 79.4M | 1.6% |
| UNDISCOVERED MANAGERS Fd.S-Undiscovered Managers Behavioral Value Fd. | Sep 30, 2025 | 4.0M | 55.1M | 1.1% |
| John Hancock Funds III-Disciplined Value Mid Cap Fund | Sep 30, 2025 | 3.5M | 48.1M | 0.9% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Sep 30, 2025 | 3.2M | 44.5M | 0.9% |
| ALLSPRING FUNDS TRUST-Allspring Special Mid Cap Value Fund | Oct 31, 2025 | 3.1M | 42.5M | 0.8% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 2.7M | 37.5M | 0.7% |
| Columbia Fd.s Varbl Series TRT II-Columbia Varbl PORT. - Overseas Core | Sep 30, 2025 | 2.6M | 35.8M | 0.7% |
| First Trust Exchange-Traded Fund-First Trust Water ETF | Sep 30, 2025 | 2.3M | 32.4M | 0.6% |
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