Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| T. ROWE PRICE CAPITAL APPRECIATION Fd., INC.-T. Rowe Price Capital App | Sep 30, 2025 | 10.5M | 2.1B | 3.7% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 9.0M | 1.8B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 7.1M | 1.4B | 2.5% |
| First Eagle Funds-First Eagle Global Fund | Jul 31, 2025 | 6.5M | 1.3B | 2.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Oct 31, 2025 | 3.6M | 711.4M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 3.5M | 691.8M | 1.2% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 3.4M | 667.0M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Sep 30, 2025 | 3.2M | 623.4M | 1.1% |
| PUTNAM LARGE CAP VALUE FUND | Jul 31, 2025 | 2.8M | 556.3M | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Sep 30, 2025 | 2.6M | 506.3M | 0.9% |
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Holders
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Ultra plan.