Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 24.4M | 2.9B | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 19.1M | 2.3B | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Sep 30, 2025 | 17.1M | 2.0B | 2.2% |
| JPMorgan Trust II-JPMorgan Large Cap Growth Fund | Sep 30, 2025 | 9.9M | 1.2B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 9.8M | 1.2B | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 9.5M | 1.1B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Sep 30, 2025 | 9.1M | 1.1B | 1.2% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 9.1M | 1.1B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Growth Index Fund | Sep 30, 2025 | 6.6M | 791.8M | 0.8% |
| Fidelity Mt. Vernon Street Trust-Fidelity Growth Company Fund | Sep 30, 2025 | 6.3M | 752.8M | 0.8% |
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