Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 10.1M | 1.1B | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 7.9M | 831.1M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Sep 30, 2025 | 7.1M | 745.1M | 2.2% |
| SELECT SECTOR SPDR TRUST-The Utilities Select Sector SPDR Fund | Sep 30, 2025 | 5.1M | 534.3M | 1.6% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Oct 31, 2025 | 4.1M | 425.2M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 4.0M | 413.5M | 1.2% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 3.8M | 397.1M | 1.2% |
| VANGUARD FENWAY FUNDS-Vanguard Equity Income Fund | Sep 30, 2025 | 3.6M | 377.2M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Sep 30, 2025 | 2.9M | 302.5M | 0.9% |
| SPDR SERIES TRUST-SPDR S&P DIVIDEND ETF | Sep 30, 2025 | 2.7M | 283.4M | 0.8% |
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