Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 6.1M | 176.0M | 2.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 4.9M | 139.3M | 1.6% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 4.6M | 131.8M | 1.5% |
| Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF | Sep 30, 2025 | 4.4M | 125.2M | 1.5% |
| iShares Trust-iShares Select Dividend ETF | Sep 30, 2025 | 4.2M | 121.0M | 1.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 2.9M | 84.3M | 1.0% |
| SPDR SERIES TRUST-SPDR Portfolio S&P 500 High Dividend ETF | Sep 30, 2025 | 2.8M | 80.2M | 0.9% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 2.5M | 71.5M | 0.8% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 2.4M | 69.3M | 0.8% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 2.3M | 66.9M | 0.8% |
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