Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 7.1M | 2.0B | 2.8% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 5.7M | 1.6B | 2.3% |
| SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | Sep 30, 2025 | 5.2M | 1.5B | 2.1% |
| GROWTH FUND OF AMERICA | Sep 30, 2025 | 3.6M | 997.3M | 1.4% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 2.9M | 818.2M | 1.2% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 2.8M | 792.8M | 1.2% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 2.7M | 761.8M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Sep 30, 2025 | 2.6M | 731.6M | 1.1% |
| -Price (T.Rowe) U.S. Value Equity Trust | Sep 30, 2025 | 1.9M | 530.9M | 0.8% |
| NEW PERSPECTIVE FUND | Sep 30, 2025 | 1.8M | 503.5M | 0.7% |
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Holders
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Ultra plan.