Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 16.8M | 2.5B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 13.1M | 2.0B | 2.5% |
| JPMorgan Trust II-JPMorgan Large Cap Growth Fund | Sep 30, 2025 | 10.1M | 1.5B | 1.9% |
| WASHINGTON MUTUAL INVESTORS FUND | Sep 30, 2025 | 6.8M | 1.0B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 6.7M | 1.0B | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 6.5M | 987.0M | 1.2% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 6.3M | 947.6M | 1.2% |
| SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | Sep 30, 2025 | 5.2M | 788.5M | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Sep 30, 2025 | 4.8M | 722.3M | 0.9% |
| J.P. Morgan Exch-Trd Fd. TRT-JPMorgan Eqy. Premium Income ETF | Sep 30, 2025 | 3.4M | 516.4M | 0.6% |
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