Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 10.2M | 1.2B | 2.8% |
| SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF | Aug 31, 2025 | 9.1M | 1.1B | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 8.0M | 922.8M | 2.2% |
| WASHINGTON MUTUAL INVESTORS FUND | Sep 30, 2025 | 7.5M | 861.7M | 2.1% |
| Invesco QQQ Trust, Series 1 | Sep 30, 2025 | 7.4M | 858.0M | 2.1% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Sep 30, 2025 | 4.2M | 485.1M | 1.2% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 4.1M | 473.6M | 1.1% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 4.0M | 459.0M | 1.1% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 3.8M | 438.7M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Sep 30, 2025 | 3.6M | 413.5M | 1% |
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Holders
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Ultra plan.