Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 6.0M | 797.0M | 2.8% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 4.6M | 609.6M | 2.2% |
| Invesco QQQ Trust, Series 1 | Sep 30, 2025 | 4.3M | 580.8M | 2.1% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Sep 30, 2025 | 4.2M | 559.0M | 2% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Sep 30, 2025 | 2.7M | 364.4M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 2.3M | 312.9M | 1.1% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 2.3M | 303.2M | 1.1% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 2.2M | 290.7M | 1.0% |
| -Price (T.Rowe) U.S. Value Equity Trust | Sep 30, 2025 | 2.2M | 290.7M | 1.0% |
| GROWTH FUND OF AMERICA | Sep 30, 2025 | 1.8M | 244.6M | 0.9% |
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