Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 7.3M | 1.3B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 5.7M | 987.2M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Sep 30, 2025 | 5.1M | 885.0M | 2.2% |
| -Price (T.Rowe) U.S. Value Equity Trust | Sep 30, 2025 | 3.5M | 608.9M | 1.5% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 2.9M | 506.6M | 1.3% |
| T. Rowe Price Value Fund, Inc. | Sep 30, 2025 | 2.9M | 496.7M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 2.8M | 491.0M | 1.2% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 2.7M | 473.0M | 1.2% |
| AMERICAN BALANCED FUND | Sep 30, 2025 | 2.2M | 384.8M | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Sep 30, 2025 | 2.1M | 359.3M | 0.9% |
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