Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 45.2M | 2.2B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 35.4M | 1.7B | 2.5% |
| CAPITAL WORLD GROWTH & INCOME FUND | Sep 30, 2025 | 19.8M | 946.6M | 1.4% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Oct 31, 2025 | 18.1M | 868.2M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 17.6M | 844.2M | 1.2% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 16.9M | 810.4M | 1.2% |
| VANGUARD WELLINGTON FUND | Aug 31, 2025 | 14.6M | 700.2M | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Sep 30, 2025 | 12.9M | 617.7M | 0.9% |
| PUTNAM LARGE CAP VALUE FUND | Jul 31, 2025 | 12.0M | 576.6M | 0.8% |
| INVESTMENT CO OF AMERICA | Sep 30, 2025 | 8.4M | 404.2M | 0.6% |
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