Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 5.2M | 427.0M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 4.2M | 346.1M | 2.0% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Sep 30, 2025 | 3.7M | 302.9M | 1.8% |
| ALLSPRING FUNDS TRUST-Allspring Special Mid Cap Value Fund | Oct 31, 2025 | 2.3M | 193.7M | 1.1% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Oct 31, 2025 | 2.1M | 177.1M | 1.0% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 2.1M | 172.3M | 1.0% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 2.0M | 164.9M | 1.0% |
| J.P. Morgan Fleming Mutual Fd. Group, Inc.-JPMorgan Mid Cap Value Fd. | Sep 30, 2025 | 2.0M | 161.5M | 1.0% |
| T. ROWE PRICE Eqy. INCOME Fd., INC.-T. Rowe Price Eqy. Income Fd. | Sep 30, 2025 | 1.8M | 146.0M | 0.9% |
| Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF | Sep 30, 2025 | 1.5M | 125.5M | 0.7% |
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