Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 5.2M | 458.3M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 4.0M | 359.0M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 3.9M | 344.9M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 2.5M | 220.7M | 1.5% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Oct 31, 2025 | 2.1M | 183.6M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 2.0M | 178.6M | 1.2% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 1.9M | 171.1M | 1.2% |
| -Price (T.Rowe) U.S. Value Equity Trust | Sep 30, 2025 | 1.8M | 156.3M | 1.1% |
| -Price (T.Rowe) U.S. Large Cap Core Trust | Sep 30, 2025 | 1.6M | 146.4M | 1.0% |
| T. Rowe Price U.S. Large-Cap Core Fund, Inc. | Sep 30, 2025 | 1.5M | 134.1M | 0.9% |
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