Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 52.8M | 303.0B | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 40.9M | 234.8B | 2.4% |
| iShares Trust-iShares Core S&P 500 ETF | Dec 31, 2025 | 21.9M | 125.9B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Dec 31, 2025 | 21.3M | 122.5B | 1.3% |
| SPDR S&P 500 ETF TRUST | Dec 31, 2025 | 20.6M | 118.0B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Sep 30, 2025 | 17.1M | 98.0B | 1.0% |
| SELECT SECTOR SPDR TRUST-State Street Financial Select Sector SPDR ETF | Dec 31, 2025 | 11.4M | 65.6B | 0.7% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Sep 30, 2025 | 9.6M | 55.1B | 0.6% |
| WASHINGTON MUTUAL INVESTORS FUND | Dec 31, 2025 | 8.6M | 49.2B | 0.5% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Dividend Appreciation Index Fund | Oct 31, 2025 | 8.6M | 49.3B | 0.5% |
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