Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 15.3M | 5.6B | 2.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 13.4M | 4.9B | 1.9% |
| iShares Trust-iShares Core S&P 500 ETF | Dec 31, 2025 | 7.0M | 2.6B | 1.0% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Nov 30, 2025 | 6.9M | 2.5B | 1% |
| SPDR S&P 500 ETF TRUST | Dec 31, 2025 | 6.5M | 2.4B | 1.0% |
| SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | Dec 31, 2025 | 5.7M | 2.1B | 0.8% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Sep 30, 2025 | 4.4M | 1.6B | 0.6% |
| MFS SERIES TRUST I-MFS Value Fund | Aug 31, 2025 | 4.2M | 1.6B | 0.6% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Dividend Growth Fund | Oct 31, 2025 | 4.2M | 1.5B | 0.6% |
| SELECT SECTOR SPDR TRUST-State Street Financial Select Sector SPDR ETF | Dec 31, 2025 | 3.6M | 1.3B | 0.5% |
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