Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 5.4M | 954.7M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 4.2M | 748.5M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Sep 30, 2025 | 3.8M | 671.0M | 2.2% |
| -Price (T.Rowe) U.S. Value Equity Trust | Sep 30, 2025 | 3.1M | 554.2M | 1.8% |
| T. Rowe Price Value Fund, Inc. | Sep 30, 2025 | 2.5M | 448.2M | 1.5% |
| Fidelity Magellan Fund | Sep 30, 2025 | 2.3M | 406.2M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 2.2M | 384.1M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 2.1M | 372.3M | 1.2% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 2.0M | 359.7M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Sep 30, 2025 | 1.5M | 272.5M | 0.9% |
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