Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 39.3M | 3.7B | 3.2% |
| SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF | Aug 31, 2025 | 31.7M | 3.0B | 2.6% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 30.8M | 2.9B | 2.5% |
| SELECT SECTOR SPDR TRUST-The Energy Select Sector SPDR Fund | Sep 30, 2025 | 20.3M | 1.9B | 1.7% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 15.8M | 1.5B | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 15.3M | 1.5B | 1.2% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 14.7M | 1.4B | 1.2% |
| WASHINGTON MUTUAL INVESTORS FUND | Sep 30, 2025 | 12.8M | 1.2B | 1.0% |
| VANGUARD FENWAY FUNDS-Vanguard Equity Income Fund | Sep 30, 2025 | 11.7M | 1.1B | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Sep 30, 2025 | 11.2M | 1.1B | 0.9% |
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Holders
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Ultra plan.