Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 648.3K | 788.6M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 507.0K | 616.7M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Sep 30, 2025 | 455.6K | 554.3M | 2.2% |
| T. Rowe Price Mid-Cap Growth Fund, Inc. | Sep 30, 2025 | 328.8K | 400.0M | 1.6% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Sep 30, 2025 | 302.1K | 367.5M | 1.5% |
| NEW PERSPECTIVE FUND | Sep 30, 2025 | 290.0K | 352.8M | 1.4% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Oct 31, 2025 | 260.0K | 316.3M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 252.7K | 307.5M | 1.2% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 242.3K | 294.8M | 1.2% |
| Principal Funds, Inc-MidCap Fund | Jul 31, 2025 | 231.6K | 281.8M | 1.1% |
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