Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Dodge & Cox Funds-Dodge & Cox Stock Fund | Sep 30, 2025 | 33.0M | 1.3B | 4.0% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 31.0M | 1.3B | 3.8% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 24.3M | 990.2M | 2.9% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Sep 30, 2025 | 21.8M | 887.7M | 2.6% |
| Invesco QQQ Trust, Series 1 | Sep 30, 2025 | 20.4M | 830.2M | 2.5% |
| JPMorgan Trust I-JPMorgan U.S. Equity Fund | Sep 30, 2025 | 19.2M | 780.9M | 2.3% |
| AMERICAN BALANCED FUND | Sep 30, 2025 | 18.9M | 769.7M | 2.3% |
| SELECT SECTOR SPDR TRUST-The Energy Select Sector SPDR Fund | Sep 30, 2025 | 18.6M | 758.1M | 2.3% |
| Income Fund of America | Sep 30, 2025 | 13.1M | 532.5M | 1.6% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 12.5M | 508.2M | 1.5% |
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