Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 17.4M | 1.3B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 13.7M | 987.2M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Sep 30, 2025 | 12.3M | 885.3M | 2.3% |
| VANGUARD FENWAY FUNDS-Vanguard Equity Income Fund | Sep 30, 2025 | 10.3M | 742.1M | 1.9% |
| VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund | Jul 31, 2025 | 8.5M | 614.1M | 1.6% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Oct 31, 2025 | 7.0M | 505.1M | 1.3% |
| HARRIS ASSOCIATES INVESTMENT TRUST-Oakmark Fund | Sep 30, 2025 | 6.9M | 498.0M | 1.3% |
| INVESTMENT CO OF AMERICA | Sep 30, 2025 | 6.9M | 499.4M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 6.8M | 491.2M | 1.3% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 6.5M | 471.3M | 1.2% |
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