Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2025 | 179.0M | 4.2B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Mar 31, 2025 | 157.5M | 3.7B | 2.8% |
| SCHWAB STRATEGIC TRUST-Schwab U.S. Dividend Equity ETF | Feb 28, 2025 | 112.6M | 2.7B | 2.0% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Apr 30, 2025 | 71.2M | 1.7B | 1.3% |
| SPDR S&P 500 ETF TRUST | Apr 30, 2025 | 68.2M | 1.6B | 1.2% |
| iShares Trust-iShares Core S&P 500 ETF | Apr 30, 2025 | 67.1M | 1.6B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Mar 31, 2025 | 49.7M | 1.2B | 0.9% |
| SELECT SECTOR SPDR TRUST-The Health Care Select Sector SPDR Fund | Apr 30, 2025 | 40.6M | 957.5M | 0.7% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Mar 31, 2025 | 34.9M | 824.2M | 0.6% |
| VANGUARD FENWAY FUNDS-Vanguard Equity Income Fund | Mar 31, 2025 | 32.5M | 767.7M | 0.6% |
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