Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 8.0M | 2.1B | 2.8% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 6.3M | 1.6B | 2.2% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Dividend Growth Fund | Jul 31, 2025 | 3.6M | 933.0M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 3.2M | 846.7M | 1.1% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 3.1M | 820.8M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Sep 30, 2025 | 3.1M | 800.9M | 1.1% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 3.0M | 787.8M | 1.1% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Sep 30, 2025 | 1.5M | 389.9M | 0.5% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Dividend Appreciation Index Fund | Jul 31, 2025 | 1.4M | 355.1M | 0.5% |
| AMCAP FUND | Sep 30, 2025 | 1.3M | 353.1M | 0.5% |
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