Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 5.8M | 2.0B | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 4.8M | 1.6B | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Sep 30, 2025 | 4.1M | 1.4B | 2.1% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Health Care Fund | Jul 31, 2025 | 2.5M | 847.2M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 2.5M | 845.9M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 2.4M | 820.0M | 1.2% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 2.3M | 786.9M | 1.2% |
| -Price (T.Rowe) U.S. Value Equity Trust | Sep 30, 2025 | 1.7M | 600.9M | 0.9% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Sep 30, 2025 | 1.7M | 569.9M | 0.9% |
| T. ROWE PRICE CAPITAL APPRECIATION Fd., INC.-T. Rowe Price Capital App | Sep 30, 2025 | 1.6M | 561.1M | 0.8% |
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