Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 2.3M | 1.3B | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 1.9M | 1.1B | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Sep 30, 2025 | 1.6M | 907.3M | 2.1% |
| Invesco QQQ Trust, Series 1 | Sep 30, 2025 | 1.6M | 893.2M | 2.1% |
| GROWTH FUND OF AMERICA | Sep 30, 2025 | 1.2M | 644.4M | 1.5% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 994.0K | 546.8M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 963.5K | 530.0M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Sep 30, 2025 | 929.1K | 511.0M | 1.2% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 924.9K | 508.7M | 1.2% |
| Franklin Custodian Funds-FRANKLIN DYNATECH FUND | Sep 30, 2025 | 925K | 508.8M | 1.2% |
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