Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 67.4M | 876.4M | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 54.2M | 704.9M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Sep 30, 2025 | 47.3M | 615.5M | 2.2% |
| MFS SERIES TRUST I-MFS Value Fund | Aug 31, 2025 | 41.8M | 543.0M | 1.9% |
| INVESTMENT CO OF AMERICA | Sep 30, 2025 | 36.7M | 477.0M | 1.7% |
| SELECT SECTOR SPDR TRUST-The Utilities Select Sector SPDR Fund | Sep 30, 2025 | 34.9M | 453.2M | 1.6% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 27.8M | 361.8M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 27.0M | 350.7M | 1.2% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 25.9M | 336.3M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Sep 30, 2025 | 19.2M | 249.9M | 0.9% |
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Holders
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Ultra plan.