Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 1.4M | 748.4M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 1.1M | 586.5M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 1.1M | 563.4M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 679.1K | 360.6M | 1.5% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Oct 31, 2025 | 565.0K | 300.0M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 549.1K | 291.6M | 1.2% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 526.8K | 279.7M | 1.2% |
| Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund | Sep 30, 2025 | 392.3K | 208.3M | 0.9% |
| -Victory Pioneer Fund | Sep 30, 2025 | 312.5K | 166.0M | 0.7% |
| Fidelity Devonshire TRT-Fidelity Series Stock Selector Large Cap Value | Oct 31, 2025 | 299.9K | 159.2M | 0.7% |
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