Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 4.9M | 658.9M | 3.2% |
| SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF | Aug 31, 2025 | 4.4M | 593.6M | 2.8% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 3.9M | 515.7M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Sep 30, 2025 | 3.5M | 462.3M | 2.2% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 2.0M | 264.6M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 1.9M | 256.6M | 1.2% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 1.9M | 247.3M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Sep 30, 2025 | 1.4M | 187.5M | 0.9% |
| SPDR SERIES TRUST-SPDR S&P DIVIDEND ETF | Sep 30, 2025 | 1.4M | 182.8M | 0.9% |
| iShares Trust-iShares Select Dividend ETF | Sep 30, 2025 | 1.1M | 149.5M | 0.7% |
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