Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | Dec 31, 2024 | 17.7M | 4.6B | 3.1% |
| Vanguard 500 Index Fund | Dec 31, 2024 | 15.4M | 4.0B | 2.7% |
| Fidelity 500 Index Fund | Dec 31, 2024 | 7.0M | 1.8B | 1.3% |
| SPDR S&P 500 ETF Trust | Jan 31, 2025 | 6.9M | 1.8B | 1.2% |
| iShares Core S&P 500 ETF | Jan 31, 2025 | 6.7M | 1.7B | 1.2% |
| MFS Series Trust I-MFS Value Fund | Nov 30, 2024 | 4.9M | 1.3B | 0.9% |
| Vanguard Index-Value Index Fund | Dec 31, 2024 | 4.8M | 1.3B | 0.9% |
| Select Sector SPDR Fund-Consumer Discretionary | Jan 31, 2025 | 3.7M | 961.3M | 0.6% |
| Vanguard Institutional Index Fund-Institutional Index Fund | Dec 31, 2024 | 3.6M | 931.6M | 0.6% |
| JP Morgan Equity Income Fund | Dec 31, 2024 | 3.3M | 850.8M | 0.6% |