Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 14.1M | 1.1B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 11.0M | 864.6M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Sep 30, 2025 | 9.9M | 775.1M | 2.2% |
| SELECT SECTOR SPDR TRUST-The Utilities Select Sector SPDR Fund | Sep 30, 2025 | 7.1M | 555.8M | 1.6% |
| Columbia Funds Series Trust I-Columbia Dividend Income Fund | Aug 31, 2025 | 5.7M | 444.3M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Oct 31, 2025 | 5.6M | 442.3M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 5.5M | 430.1M | 1.2% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 5.3M | 412.6M | 1.2% |
| Franklin Custodian Funds-FRANKLIN UTILITIES FUND | Sep 30, 2025 | 4.4M | 341.5M | 1.0% |
| INVESTMENT CO OF AMERICA | Sep 30, 2025 | 4.1M | 325.6M | 0.9% |
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