Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 5.7M | 915.8M | 2.9% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 4.4M | 708.9M | 2.2% |
| VANGUARD CHESTER FUNDS-Vanguard PRIMECAP Fund | Sep 30, 2025 | 4.1M | 667.6M | 2.1% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Sep 30, 2025 | 4.0M | 642.9M | 2.0% |
| VANGUARD FENWAY FUNDS-Vanguard Equity Income Fund | Sep 30, 2025 | 3.0M | 478.3M | 1.5% |
| VANGUARD HORIZON FUNDS-Vanguard Capital Opportunity Fund | Sep 30, 2025 | 2.8M | 446.5M | 1.4% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 2.2M | 363.9M | 1.1% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 2.2M | 352.7M | 1.1% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 2.1M | 338.3M | 1.1% |
| VANGUARD WINDSOR FUNDS-Vanguard Windsor Fund | Jul 31, 2025 | 2.1M | 333.8M | 1.1% |
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