Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund | Jul 31, 2025 | 34.5M | 4.5B | 3.7% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 29.2M | 3.8B | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 22.9M | 3.0B | 2.5% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 11.8M | 1.5B | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 11.4M | 1.5B | 1.2% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 10.9M | 1.4B | 1.2% |
| MFS SERIES TRUST I-MFS Value Fund | Aug 31, 2025 | 8.3M | 1.1B | 0.9% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Sep 30, 2025 | 8.3M | 1.1B | 0.9% |
| VANGUARD FIXED INCOME SECURITIES Fd.S-Vanguard Real Estate II Index Fd | Jul 31, 2025 | 6.0M | 781.0M | 0.6% |
| SELECT SECTOR SPDR TRUST-The Real Estate Select Sector SPDR Fund | Sep 30, 2025 | 5.9M | 767.7M | 0.6% |
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