Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 9.6M | 1.8B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 7.5M | 1.4B | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Sep 30, 2025 | 6.7M | 1.2B | 2.2% |
| SELECT SECTOR SPDR TRUST-The Energy Select Sector SPDR Fund | Sep 30, 2025 | 5.7M | 1.1B | 1.9% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 3.8M | 711.7M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 3.7M | 689.8M | 1.2% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 3.6M | 662.1M | 1.2% |
| VANGUARD FENWAY FUNDS-Vanguard Equity Income Fund | Sep 30, 2025 | 3.0M | 555.0M | 1% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Sep 30, 2025 | 2.7M | 504.8M | 0.9% |
| HARRIS ASSOCIATES INVESTMENT TRUST-Oakmark Fund | Sep 30, 2025 | 2.6M | 475.1M | 0.9% |
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