Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 1.4M | 1.5B | 3% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 1.1M | 1.1B | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Sep 30, 2025 | 1.0M | 1.1B | 2.1% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Sep 30, 2025 | 586.1K | 620.0M | 1.2% |
| Parnassus Income Funds-Parnassus Core Equity Fund | Sep 30, 2025 | 582.1K | 615.7M | 1.2% |
| iShares Trust-iShares Core S&P 500 ETF | Dec 31, 2025 | 568.8K | 601.7M | 1.2% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Nov 30, 2025 | 555.7K | 587.9M | 1.2% |
| SPDR S&P 500 ETF TRUST | Dec 31, 2025 | 533.0K | 563.9M | 1.1% |
| Franklin Managed Trust-FRANKLIN RISING DIVIDENDS FUND | Sep 30, 2025 | 398.5K | 421.6M | 0.8% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Growth Index Fund | Sep 30, 2025 | 389.0K | 411.5M | 0.8% |
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