Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 12.4M | 1.1B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 9.7M | 840.1M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Sep 30, 2025 | 8.7M | 753.3M | 2.2% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Oct 31, 2025 | 5.0M | 429.8M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 4.8M | 418.0M | 1.2% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 4.6M | 400.9M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Sep 30, 2025 | 3.5M | 305.8M | 0.9% |
| PUTNAM LARGE CAP VALUE FUND | Jul 31, 2025 | 3.4M | 299.3M | 0.9% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Value Index Fund | Sep 30, 2025 | 2.4M | 211.0M | 0.6% |
| HARTFORD MUTUAL FUNDS INC/CT-THE HARTFORD DIVIDEND AND GROWTH FUND | Jul 31, 2025 | 2.3M | 203.9M | 0.6% |
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