Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Dodge & Cox Funds-Dodge & Cox Stock Fund | Sep 30, 2025 | 11.0M | 3.1B | 4.7% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 6.7M | 1.9B | 2.8% |
| VANGUARD CHESTER FUNDS-Vanguard PRIMECAP Fund | Sep 30, 2025 | 6.3M | 1.8B | 2.7% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 5.4M | 1.5B | 2.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 2.7M | 781.4M | 1.2% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 2.7M | 757.3M | 1.1% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 2.6M | 726.8M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Sep 30, 2025 | 2.3M | 667.9M | 1% |
| PUTNAM LARGE CAP VALUE FUND | Jul 31, 2025 | 2.3M | 664.1M | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Sep 30, 2025 | 1.9M | 542.5M | 0.8% |
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Holders
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Ultra plan.