Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 58.7M | 1.8B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 46.0M | 1.4B | 2.5% |
| Invesco QQQ Trust, Series 1 | Sep 30, 2025 | 38.6M | 1.2B | 2.1% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Oct 31, 2025 | 23.5M | 736.2M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 22.9M | 715.9M | 1.2% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 22.0M | 687.2M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Sep 30, 2025 | 16.7M | 523.9M | 0.9% |
| LAZARD FUNDS INC-Lazard Global Listed Infrastructure Portfolio | Sep 30, 2025 | 14.5M | 454.2M | 0.8% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Sep 30, 2025 | 10.9M | 340.1M | 0.6% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Dividend Appreciation Index Fund | Jul 31, 2025 | 10.1M | 315.8M | 0.5% |
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