Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 4.0M | 2.9B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 3.2M | 2.3B | 2.5% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Oct 31, 2025 | 1.6M | 1.2B | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 1.6M | 1.2B | 1.2% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 1.5M | 1.1B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Sep 30, 2025 | 1.1M | 838.0M | 0.9% |
| Columbia Funds Series Trust I-Columbia Dividend Income Fund | Aug 31, 2025 | 1.1M | 840.7M | 0.9% |
| WASHINGTON MUTUAL INVESTORS FUND | Sep 30, 2025 | 1.0M | 748.0M | 0.8% |
| VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund | Jul 31, 2025 | 854K | 629.1M | 0.7% |
| BlackRock ETF Trust-iShares U.S. Equity Factor Rotation Active ETF | Sep 30, 2025 | 820.7K | 604.5M | 0.6% |
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