Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 2.8M | 568.9M | 3.2% |
| SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF | Aug 31, 2025 | 2.5M | 510.1M | 2.8% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 2.2M | 443.1M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Sep 30, 2025 | 2.0M | 399.9M | 2.2% |
| Income Fund of America | Sep 30, 2025 | 1.2M | 247.1M | 1.4% |
| John Hancock Funds III-Disciplined Value Mid Cap Fund | Sep 30, 2025 | 1.2M | 244.3M | 1.4% |
| Victory Portfolios-Victory Sycamore Established Value Fund | Sep 30, 2025 | 1.2M | 242.9M | 1.3% |
| Columbia Funds Series Trust I-Columbia Dividend Income Fund | Aug 31, 2025 | 1.1M | 228.8M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Oct 31, 2025 | 1.1M | 226.6M | 1.3% |
| JPMorgan Trust II-JPMorgan Equity Income Fund | Sep 30, 2025 | 1.1M | 224.4M | 1.2% |
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Holders
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