Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Dodge & Cox Funds-Dodge & Cox Stock Fund | Sep 30, 2025 | 15.5M | 1.2B | 7.9% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 6.2M | 487.6M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 4.9M | 382.0M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Sep 30, 2025 | 4.4M | 342.4M | 2.2% |
| WASHINGTON MUTUAL INVESTORS FUND | Sep 30, 2025 | 4.3M | 334.9M | 2.2% |
| VanEck ETF Trust-VanEck Morningstar Wide Moat ETF | Sep 30, 2025 | 3.2M | 247.0M | 1.6% |
| HARRIS ASSOCIATES INVESTMENT TRUST-Oakmark Fund | Sep 30, 2025 | 3.1M | 243.0M | 1.6% |
| T. Rowe Price Mid-Cap Value Fund, Inc. | Sep 30, 2025 | 2.8M | 217.8M | 1.4% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 2.5M | 196.0M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 2.4M | 190.0M | 1.2% |
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