Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 9.0M | 525.7M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 7.4M | 432.6M | 2.0% |
| Eaton Vance Growth Trust-Eaton Vance Atlanta Capital SMID-Cap Fund | Sep 30, 2025 | 6.6M | 384.6M | 1.7% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Sep 30, 2025 | 6.3M | 368.2M | 1.7% |
| JANUS INVESTMENT FUND-Janus Henderson Enterprise Fund | Sep 30, 2025 | 5.1M | 299.2M | 1.4% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 3.8M | 222.0M | 1% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 3.7M | 215.2M | 1.0% |
| Principal Funds, Inc-MidCap Fund | Jul 31, 2025 | 3.6M | 211.3M | 1.0% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 3.5M | 207.5M | 0.9% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Sep 30, 2025 | 2.6M | 149.3M | 0.7% |
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Holders
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