Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 1.2M | 6.5B | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 955.3K | 5.4B | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 871.3K | 4.9B | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 557.6K | 3.1B | 1.4% |
| John Hancock Funds III-Disciplined Value Mid Cap Fund | Sep 30, 2025 | 523.3K | 3.0B | 1.4% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 489.9K | 2.8B | 1.3% |
| Fidelity Contrafund | Sep 30, 2025 | 489.0K | 2.8B | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 475.3K | 2.7B | 1.2% |
| Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF | Sep 30, 2025 | 467.7K | 2.6B | 1.2% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 454.3K | 2.6B | 1.2% |
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