Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 6.2M | 32.4M | 2.4% |
| Fidelity Puritan Trust-Fidelity Balanced Fund | Sep 30, 2025 | 4.9M | 25.7M | 1.9% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 4.4M | 23.2M | 1.7% |
| Fidelity Securities Fund-Fidelity Dividend Growth Fund | Sep 30, 2025 | 3.8M | 20.0M | 1.5% |
| Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd. | Sep 30, 2025 | 3.7M | 19.6M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Sep 30, 2025 | 2.5M | 13.0M | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 2.2M | 11.7M | 0.9% |
| Fidelity Central Investment PORT.s LLC-Fidelity U.S. Eqy. Central Fd. | Sep 30, 2025 | 2.1M | 11.0M | 0.8% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Sep 30, 2025 | 1.2M | 6.3M | 0.5% |
| BlackRock Mid-Cap Value Series, Inc.-BlackRock Mid-Cap Value Fund | Jul 31, 2025 | 1.1M | 5.7M | 0.4% |
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