Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 86.3M | 38.6B | 2.6% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 69.2M | 31.0B | 2.1% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Nov 30, 2025 | 35.4M | 15.8B | 1.1% |
| iShares Trust-iShares Core S&P 500 ETF | Nov 30, 2025 | 35.1M | 15.7B | 1.1% |
| SPDR S&P 500 ETF TRUST | Nov 30, 2025 | 33.6M | 15.0B | 1.0% |
| Invesco QQQ Trust, Series 1 | Nov 30, 2025 | 31.1M | 13.9B | 0.9% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Sep 30, 2025 | 28.5M | 12.8B | 0.9% |
| GROWTH FUND OF AMERICA | Sep 30, 2025 | 22.1M | 9.9B | 0.7% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Sep 30, 2025 | 16.4M | 7.3B | 0.5% |
| NEW PERSPECTIVE FUND | Sep 30, 2025 | 11.1M | 5.0B | 0.3% |
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