Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 64.1M | 2.9B | 3.2% |
| SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF | Aug 31, 2025 | 56.7M | 2.5B | 2.8% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 50.2M | 2.3B | 2.5% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 25.8M | 1.2B | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 25.0M | 1.1B | 1.2% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 24.0M | 1.1B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Sep 30, 2025 | 18.3M | 819.6M | 0.9% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Health Care Fund | Jul 31, 2025 | 16.2M | 724.2M | 0.8% |
| SELECT SECTOR SPDR TRUST-The Health Care Select Sector SPDR Fund | Sep 30, 2025 | 13.7M | 613.2M | 0.7% |
| VANGUARD CHESTER FUNDS-Vanguard PRIMECAP Fund | Sep 30, 2025 | 12.0M | 538.8M | 0.6% |
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Holders
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Ultra plan.