Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 15.1M | 755.3M | 3.2% |
| SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF | Aug 31, 2025 | 13.7M | 681.3M | 2.8% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 11.9M | 591.7M | 2.5% |
| VANGUARD FENWAY FUNDS-Vanguard Equity Income Fund | Sep 30, 2025 | 10.7M | 536.3M | 2.2% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Sep 30, 2025 | 10.6M | 530.4M | 2.2% |
| Dodge & Cox Funds-Dodge & Cox Stock Fund | Sep 30, 2025 | 9.9M | 493.7M | 2.1% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 6.1M | 303.6M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 5.9M | 294.3M | 1.2% |
| iShares Trust-iShares Select Dividend ETF | Sep 30, 2025 | 5.7M | 286.8M | 1.2% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 5.7M | 285.0M | 1.2% |
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