Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 24.3M | 1.8B | 2.8% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 19.2M | 1.4B | 2.2% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Sep 30, 2025 | 17.1M | 1.2B | 2.0% |
| VANGUARD WELLINGTON FUND | Aug 31, 2025 | 12.3M | 896.1M | 1.4% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Oct 31, 2025 | 9.8M | 719.0M | 1.2% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 9.6M | 699.2M | 1.1% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 9.2M | 671.1M | 1.1% |
| JPMorgan Trust II-JPMorgan Equity Income Fund | Sep 30, 2025 | 7.0M | 511.3M | 0.8% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Sep 30, 2025 | 6.9M | 506.1M | 0.8% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Aug 31, 2025 | 6.5M | 474.0M | 0.8% |
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Holders
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