Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund | Jul 31, 2025 | 8.8M | 303.8M | 3.8% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 7.5M | 260.6M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 7.5M | 258.6M | 3.2% |
| Capital Income Builder | Sep 30, 2025 | 6.5M | 225.1M | 2.8% |
| AMERICAN FUNDS FUNDAMENTAL INVESTORS | Sep 30, 2025 | 5.8M | 200.8M | 2.5% |
| AMERICAN MUTUAL FUND | Sep 30, 2025 | 5.6M | 194.4M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 5.6M | 194.1M | 2.4% |
| -Price (T.Rowe) Real Assets Trust I | Sep 30, 2025 | 4.8M | 166.7M | 2.1% |
| Principal Funds, Inc-Real Estate Securities Fund | Jul 31, 2025 | 3.2M | 111.6M | 1.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Sep 30, 2025 | 3.1M | 108.5M | 1.4% |
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