Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 3.0M | 218.3M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 2.8M | 201.7M | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 2.1M | 154.1M | 2.3% |
| NEUBERGER BERMAN EQUITY FUNDS-Neuberger Berman Genesis Fund | Sep 30, 2025 | 2.0M | 144.9M | 2.1% |
| Vanguard Explorer Fund | Jul 31, 2025 | 1.8M | 126.6M | 1.9% |
| Eaton Vance Growth Trust-Eaton Vance Atlanta Capital SMID-Cap Fund | Sep 30, 2025 | 1.4M | 102.1M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 1.4M | 98.6M | 1.4% |
| American Century Capital Portfolios, Inc.-Mid Cap Value Fund | Sep 30, 2025 | 1.2M | 89.2M | 1.3% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Jul 31, 2025 | 1.2M | 89.0M | 1.3% |
| SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF | Sep 30, 2025 | 1.2M | 85.1M | 1.2% |
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