Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 1.9M | 1.0B | 3.2% |
| Principal Funds, Inc-MidCap Fund | Jul 31, 2025 | 1.5M | 815.6M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 1.5M | 802.1M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Sep 30, 2025 | 1.3M | 718.7M | 2.2% |
| Fidelity Magellan Fund | Oct 31, 2025 | 878.7K | 473.4M | 1.5% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Oct 31, 2025 | 761.1K | 410.1M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 739.8K | 398.6M | 1.2% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 709.9K | 382.5M | 1.2% |
| -Victory Pioneer Fund | Sep 30, 2025 | 713.5K | 384.4M | 1.2% |
| VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund | Jul 31, 2025 | 621.3K | 334.7M | 1.0% |
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