Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Principal Funds, Inc-MidCap Fund | Jul 31, 2025 | 5.0M | 1.2B | 3.8% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 4.2M | 1.0B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 3.3M | 808.2M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Sep 30, 2025 | 2.9M | 724.8M | 2.2% |
| JPMorgan Trust I-JPMorgan U.S. Equity Fund | Sep 30, 2025 | 2.2M | 537.3M | 1.6% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Sep 30, 2025 | 1.8M | 436.2M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Oct 31, 2025 | 1.7M | 413.5M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 1.6M | 402.0M | 1.2% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 1.6M | 388.6M | 1.2% |
| ALLSPRING FUNDS TRUST-Allspring Special Mid Cap Value Fund | Oct 31, 2025 | 1.2M | 294.2M | 0.9% |
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