Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 18.6M | 1.2B | 3.6% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 14.6M | 943.1M | 2.8% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Sep 30, 2025 | 13.1M | 845.3M | 2.5% |
| Invesco QQQ Trust, Series 1 | Sep 30, 2025 | 12.2M | 790.5M | 2.4% |
| MFS SERIES TRUST I-MFS Value Fund | Aug 31, 2025 | 9.4M | 607.9M | 1.8% |
| SELECT SECTOR SPDR TRUST-The Utilities Select Sector SPDR Fund | Sep 30, 2025 | 9.4M | 606.2M | 1.8% |
| -Price (T.Rowe) U.S. Value Equity Trust | Sep 30, 2025 | 7.6M | 491.4M | 1.5% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 7.5M | 483.9M | 1.5% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 7.3M | 469.0M | 1.4% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 7.0M | 450.0M | 1.4% |
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