Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 23.1M | 2.3B | 3.1% |
| SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF | Aug 31, 2025 | 20.8M | 2.1B | 2.8% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 18.2M | 1.8B | 2.5% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 9.3M | 933.0M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 9.0M | 904.3M | 1.2% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 8.7M | 870.0M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Sep 30, 2025 | 6.6M | 661.9M | 0.9% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Sep 30, 2025 | 4.3M | 429.6M | 0.6% |
| SELECT SECTOR SPDR TRUST-The Industrial Select Sector SPDR Fund | Sep 30, 2025 | 3.7M | 371.5M | 0.5% |
| Pacer Funds Trust-Pacer US Cash Cows 100 ETF | Jul 31, 2025 | 3.7M | 371.7M | 0.5% |
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