Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 11.9M | 66.8B | 2.9% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 9.1M | 51.3B | 2.2% |
| Goldman Sachs TRT II-Goldman Sachs GQG Part. Intl Opportunities Fd. | Jul 31, 2025 | 5.6M | 31.5B | 1.4% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 4.7M | 26.3B | 1.1% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 4.6M | 25.5B | 1.1% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 4.4M | 24.5B | 1.1% |
| WASHINGTON MUTUAL INVESTORS FUND | Sep 30, 2025 | 3.9M | 21.7B | 0.9% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Dividend Growth Fund | Jul 31, 2025 | 3.8M | 21.5B | 0.9% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Sep 30, 2025 | 3.4M | 19.1B | 0.8% |
| MFS SERIES TRUST I-MFS Value Fund | Aug 31, 2025 | 3.3M | 18.5B | 0.8% |
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