Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2025 | 6.4M | 1.5B | 2.0% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Mar 31, 2025 | 5.6M | 1.3B | 1.8% |
| GROWTH FUND OF AMERICA | Jun 30, 2025 | 4.4M | 1.0B | 1.4% |
| VANGUARD WELLINGTON FUND | May 31, 2025 | 3.7M | 865.9M | 1.2% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Jun 30, 2025 | 2.6M | 599.1M | 0.8% |
| SPDR S&P 500 ETF TRUST | Jun 30, 2025 | 2.4M | 569.2M | 0.8% |
| iShares Trust-iShares Core S&P 500 ETF | Jun 30, 2025 | 2.4M | 560.6M | 0.8% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Mar 31, 2025 | 1.8M | 414.4M | 0.6% |
| Fidelity Magellan Fund | Jun 30, 2025 | 1.7M | 398.2M | 0.6% |
| iShares Trust-iShares MSCI USA Min Vol Factor ETF | Jun 30, 2025 | 1.4M | 330.0M | 0.5% |