Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 1.5M | 649.6M | 3.1% |
| Dodge & Cox Funds-Dodge & Cox Stock Fund | Sep 30, 2025 | 1.3M | 566.3M | 2.7% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 1.2M | 508.6M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Sep 30, 2025 | 1.0M | 456.4M | 2.2% |
| JANUS INVESTMENT FUND-Janus Henderson Enterprise Fund | Sep 30, 2025 | 980.5K | 431.4M | 2.1% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 593.7K | 261.2M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 574.9K | 253.0M | 1.2% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 556.7K | 244.9M | 1.2% |
| VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund | Jul 31, 2025 | 540K | 237.6M | 1.2% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Aug 31, 2025 | 451.1K | 198.5M | 1.0% |
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