Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 16.5M | 1.6B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 13.0M | 1.2B | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Sep 30, 2025 | 11.6M | 1.1B | 2.2% |
| Invesco QQQ Trust, Series 1 | Sep 30, 2025 | 10.9M | 1.0B | 2.1% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 6.6M | 637.0M | 1.3% |
| VANGUARD FENWAY FUNDS-Vanguard Equity Income Fund | Sep 30, 2025 | 6.5M | 626.5M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 6.4M | 617.4M | 1.2% |
| MFS SERIES TRUST I-MFS Value Fund | Aug 31, 2025 | 6.4M | 615.3M | 1.2% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 6.2M | 595.1M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Sep 30, 2025 | 4.7M | 451.7M | 0.9% |
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