Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 6.0M | 438.0M | 2.9% |
| SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF | Aug 31, 2025 | 5.5M | 400.5M | 2.6% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 4.9M | 354.9M | 2.3% |
| iShares Trust-iShares Select Dividend ETF | Sep 30, 2025 | 3.4M | 252.2M | 1.7% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 2.5M | 182.1M | 1.2% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 2.4M | 176.5M | 1.2% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 2.3M | 167.6M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 2.3M | 165.0M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Sep 30, 2025 | 2.1M | 153.9M | 1% |
| SPDR SERIES TRUST-SPDR S&P DIVIDEND ETF | Sep 30, 2025 | 2.0M | 149.5M | 1.0% |
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