Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund | Oct 31, 2025 | 12.3M | 396.0M | 3.3% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Oct 31, 2025 | 10.4M | 334.2M | 2.8% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 9.9M | 317.6M | 2.7% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 7.5M | 239.2M | 2.0% |
| Principal Funds, Inc-Real Estate Securities Fund | Oct 31, 2025 | 4.7M | 149.2M | 1.3% |
| -Price (T.Rowe) Real Assets Trust I | Sep 30, 2025 | 3.6M | 116.1M | 1.0% |
| COHEN & STEERS Inst. REALTY SHARES INC-Cohen & Steers Inst. Realty Sha | Sep 30, 2025 | 3.6M | 116.6M | 1.0% |
| COHEN & STEERS REALTY SHARES INC-Cohen & Steers Realty Shares | Sep 30, 2025 | 3.6M | 114.6M | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 3.5M | 112.0M | 0.9% |
| SPDR S&P MIDCAP 400 ETF TRUST | Oct 31, 2025 | 2.4M | 77.8M | 0.6% |
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