Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 1.7M | 635.5M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 1.3M | 498.5M | 2.5% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 672.9K | 255.7M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 652.0K | 247.8M | 1.2% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 630.1K | 239.4M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 629.8K | 239.3M | 1.2% |
| MFS Massachusetts Investors Growth Stock Fd.-Massachusetts Investors G | Aug 31, 2025 | 629.4K | 239.2M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Sep 30, 2025 | 587.6K | 223.3M | 1.1% |
| HARTFORD MUTUAL FUNDS INC/CT-THE HARTFORD DIVIDEND AND GROWTH FUND | Jul 31, 2025 | 576.3K | 219.0M | 1.1% |
| Victory Portfolios-Victory Sycamore Established Value Fund | Sep 30, 2025 | 515K | 195.7M | 1.0% |
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