Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 30.1M | 1.6B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 23.6M | 1.2B | 2.5% |
| Invesco QQQ Trust, Series 1 | Sep 30, 2025 | 19.8M | 1.0B | 2.1% |
| INVESTMENT CO OF AMERICA | Sep 30, 2025 | 12.9M | 679.9M | 1.4% |
| GROWTH FUND OF AMERICA | Sep 30, 2025 | 12.6M | 661.3M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Oct 31, 2025 | 12.1M | 633.7M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 11.7M | 616.3M | 1.3% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 11.3M | 591.6M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Sep 30, 2025 | 8.6M | 451.0M | 0.9% |
| SELECT SECTOR SPDR TRUST-The Financial Select Sector SPDR Fund | Sep 30, 2025 | 6.7M | 350.7M | 0.7% |
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