Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 6.8M | 2.1B | 2.6% |
| Invesco QQQ Trust, Series 1 | Sep 30, 2025 | 5.6M | 1.7B | 2.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 5.6M | 1.7B | 2.1% |
| VANGUARD WELLINGTON FUND | Aug 31, 2025 | 3.2M | 959.8M | 1.2% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 2.9M | 867.9M | 1.1% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 2.8M | 841.2M | 1.0% |
| MFS SERIES TRUST I-MFS Value Fund | Aug 31, 2025 | 2.7M | 835.2M | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Sep 30, 2025 | 2.7M | 815.1M | 1% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 2.7M | 807.5M | 1.0% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Dividend Growth Fund | Jul 31, 2025 | 1.8M | 558.1M | 0.7% |
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