Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 21.5M | 1.2B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 16.8M | 937.4M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Sep 30, 2025 | 15.1M | 845.3M | 2.2% |
| WASHINGTON MUTUAL INVESTORS FUND | Sep 30, 2025 | 10.6M | 592.6M | 1.6% |
| PUTNAM LARGE CAP VALUE FUND | Jul 31, 2025 | 9.1M | 508.4M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Oct 31, 2025 | 8.6M | 479.5M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 8.3M | 466.3M | 1.2% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 8.0M | 447.5M | 1.2% |
| NEW PERSPECTIVE FUND | Sep 30, 2025 | 7.8M | 435.5M | 1.2% |
| VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund | Jul 31, 2025 | 6.3M | 353.6M | 0.9% |
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