Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund | Jul 31, 2025 | 12.5M | 1.6B | 3.6% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 10.7M | 1.4B | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 7.9M | 1.0B | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Sep 30, 2025 | 7.5M | 979.9M | 2.2% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 4.1M | 527.3M | 1.2% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 3.9M | 511.1M | 1.2% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 3.8M | 490.5M | 1.1% |
| COHEN & STEERS Inst. REALTY SHARES INC-Cohen & Steers Inst. Realty Sha | Sep 30, 2025 | 3.7M | 483.0M | 1.1% |
| COHEN & STEERS REAL ESTATE SECURITIES Fd. INC-Cohen & Steers Real Esta | Sep 30, 2025 | 3.6M | 462.2M | 1.0% |
| COHEN & STEERS REALTY SHARES INC-Cohen & Steers Realty Shares | Sep 30, 2025 | 3.6M | 466.3M | 1.0% |
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