Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 234.0M | 406.9B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 183.4M | 318.9B | 2.5% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Nov 30, 2025 | 93.9M | 163.2B | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Nov 30, 2025 | 93.0M | 161.7B | 1.3% |
| SPDR S&P 500 ETF TRUST | Nov 30, 2025 | 89.0M | 154.7B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Sep 30, 2025 | 70.8M | 123.1B | 1.0% |
| Invesco QQQ Trust, Series 1 | Nov 30, 2025 | 63.3M | 110.2B | 0.9% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Sep 30, 2025 | 43.3M | 75.4B | 0.6% |
| GROWTH FUND OF AMERICA | Sep 30, 2025 | 32.4M | 56.3B | 0.4% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Aug 31, 2025 | 31.9M | 55.5B | 0.4% |
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