Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 10.2M | 1.2B | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 8.0M | 975.3M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Sep 30, 2025 | 7.2M | 874.3M | 2.2% |
| Invesco QQQ Trust, Series 1 | Sep 30, 2025 | 6.7M | 817.7M | 2.0% |
| JANUS INVESTMENT FUND-Janus Henderson Forty Fund | Sep 30, 2025 | 4.2M | 519.0M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Sep 30, 2025 | 4.2M | 512.6M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 4.1M | 500.5M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 4.0M | 485.1M | 1.2% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 3.8M | 465.5M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Growth Index Fund | Sep 30, 2025 | 2.8M | 338.4M | 0.9% |
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