Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 2.5M | 1.5B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 2.0M | 1.2B | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Sep 30, 2025 | 1.8M | 1.0B | 2.2% |
| Invesco QQQ Trust, Series 1 | Sep 30, 2025 | 1.7M | 976.4M | 2.1% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Sep 30, 2025 | 1.0M | 593.8M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Oct 31, 2025 | 1.0M | 595.7M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 982.1K | 579.4M | 1.2% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 942.4K | 556.0M | 1.2% |
| Principal Funds, Inc-MidCap Fund | Jul 31, 2025 | 705.8K | 416.4M | 0.9% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Growth Index Fund | Sep 30, 2025 | 685.0K | 404.1M | 0.9% |
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