Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD FENWAY FUNDS-Vanguard Equity Income Fund | Sep 30, 2025 | 3.4M | 614.7M | 4.3% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 2.5M | 449.1M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 1.9M | 352.3M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 1.8M | 338.5M | 2.4% |
| Eaton Vance Growth Trust-Eaton Vance Atlanta Capital SMID-Cap Fund | Sep 30, 2025 | 1.6M | 299.4M | 2.1% |
| T. Rowe Price Mid-Cap Growth Fund, Inc. | Sep 30, 2025 | 1.6M | 286.5M | 2.0% |
| VANGUARD WELLESLEY INCOME FUND | Sep 30, 2025 | 1.4M | 255.3M | 1.8% |
| Columbia Funds Series Trust I-Columbia Dividend Income Fund | Aug 31, 2025 | 1.3M | 235.1M | 1.7% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 1.2M | 216.6M | 1.5% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Oct 31, 2025 | 984.2K | 180.2M | 1.3% |
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Holders
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