Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Principal Funds, Inc-MidCap Fund | Jul 31, 2025 | 11.0M | 753.8M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 8.9M | 606.2M | 2.6% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 7.2M | 495.0M | 2.1% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Sep 30, 2025 | 6.2M | 424.5M | 1.8% |
| AMERICAN BALANCED FUND | Sep 30, 2025 | 6.1M | 416.0M | 1.8% |
| Parnassus Income Funds-Parnassus Core Equity Fund | Sep 30, 2025 | 4.9M | 338.1M | 1.5% |
| GROWTH FUND OF AMERICA | Sep 30, 2025 | 4.3M | 292.7M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Sep 30, 2025 | 4.1M | 282.5M | 1.2% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Oct 31, 2025 | 3.7M | 253.2M | 1.1% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 3.6M | 246.2M | 1.1% |
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