Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD WELLINGTON FUND | Aug 31, 2025 | 16.5M | 1.3B | 2.9% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 16.3M | 1.3B | 2.8% |
| MFS SERIES TRUST I-MFS Value Fund | Aug 31, 2025 | 11.6M | 917.2M | 2.0% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Sep 30, 2025 | 11.4M | 901.3M | 2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 11.2M | 882.9M | 2.0% |
| Franklin Managed Trust-FRANKLIN RISING DIVIDENDS FUND | Sep 30, 2025 | 6.5M | 514.4M | 1.1% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 5.7M | 452.9M | 1.0% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 5.6M | 439.0M | 1.0% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 5.3M | 421.2M | 0.9% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Sep 30, 2025 | 4.6M | 366.0M | 0.8% |
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Holders
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Ultra plan.