Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 8.9M | 1.1B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 7.0M | 848.2M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Sep 30, 2025 | 6.3M | 760.3M | 2.2% |
| T. Rowe Price Mid-Cap Growth Fund, Inc. | Sep 30, 2025 | 3.9M | 466.8M | 1.4% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Oct 31, 2025 | 3.6M | 433.8M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 3.5M | 421.8M | 1.2% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 3.3M | 404.7M | 1.2% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Health Care Fund | Jul 31, 2025 | 3.3M | 401.7M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Sep 30, 2025 | 2.6M | 308.7M | 0.9% |
| VanEck ETF Trust-VanEck Morningstar Wide Moat ETF | Oct 31, 2025 | 2.5M | 301.0M | 0.9% |
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