Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 40.4M | 3.4B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 31.6M | 2.7B | 2.5% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 16.2M | 1.4B | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 15.7M | 1.3B | 1.2% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 15.1M | 1.3B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Sep 30, 2025 | 11.5M | 970.3M | 0.9% |
| Income Fund of America | Sep 30, 2025 | 9.5M | 798.4M | 0.7% |
| SELECT SECTOR SPDR TRUST-The Health Care Select Sector SPDR Fund | Sep 30, 2025 | 8.6M | 725.2M | 0.7% |
| VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund | Jul 31, 2025 | 8.0M | 677.7M | 0.6% |
| AMERICAN MUTUAL FUND | Sep 30, 2025 | 7.7M | 644.5M | 0.6% |
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Holders
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Ultra plan.