Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 37.4M | 2.2B | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 29.3M | 1.7B | 2.5% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Dividend Growth Fund | Jul 31, 2025 | 15.5M | 893.3M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 15.0M | 866.5M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 14.6M | 839.8M | 1.2% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 14.0M | 805.2M | 1.2% |
| AMERICAN BALANCED FUND | Sep 30, 2025 | 11.1M | 637.2M | 0.9% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Sep 30, 2025 | 10.7M | 614.6M | 0.9% |
| iShares Trust-iShares MSCI USA Quality Factor ETF | Sep 30, 2025 | 10.6M | 613.1M | 0.9% |
| GROWTH FUND OF AMERICA | Sep 30, 2025 | 9.4M | 542.2M | 0.8% |
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