Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Dodge & Cox Funds-Dodge & Cox Stock Fund | Sep 30, 2025 | 7.1M | 2.1B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 7.1M | 2.1B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 5.5M | 1.6B | 2.5% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 2.8M | 845.5M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 2.8M | 819.4M | 1.2% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 2.6M | 786.7M | 1.2% |
| JPMorgan Trust II-JPMorgan Equity Income Fund | Sep 30, 2025 | 2.5M | 732.6M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Sep 30, 2025 | 2.0M | 600.4M | 0.9% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Sep 30, 2025 | 1.3M | 389.3M | 0.6% |
| -Price (T.Rowe) U.S. Value Equity Trust | Sep 30, 2025 | 1.2M | 364.3M | 0.6% |
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Holders
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