Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Jun 30, 2025 | 17.0M | 787.3M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Jun 30, 2025 | 15.0M | 695.1M | 2.8% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Jun 30, 2025 | 11.7M | 540.5M | 2.2% |
| VANGUARD WELLINGTON FUND | May 31, 2025 | 10.9M | 503.4M | 2.1% |
| GROWTH FUND OF AMERICA | Jun 30, 2025 | 9.9M | 459.6M | 1.9% |
| AMERICAN MUTUAL FUND | Jul 31, 2025 | 9.0M | 413.4M | 1.7% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Aug 31, 2025 | 6.7M | 311.0M | 1.3% |
| VANGUARD FENWAY FUNDS-Vanguard Equity Income Fund | Jun 30, 2025 | 6.6M | 305.2M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Aug 31, 2025 | 6.4M | 294.7M | 1.2% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 6.3M | 291.4M | 1.2% |