Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 41.3M | 846.4M | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 32.4M | 662.9M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Sep 30, 2025 | 29.0M | 594.3M | 2.2% |
| JPMorgan Trust II-JPMorgan Equity Income Fund | Sep 30, 2025 | 20.8M | 426.9M | 1.6% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Oct 31, 2025 | 16.6M | 339.1M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 16.1M | 329.8M | 1.2% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 15.6M | 319.1M | 1.2% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Aug 31, 2025 | 12.2M | 249.5M | 0.9% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Sep 30, 2025 | 11.8M | 241.3M | 0.9% |
| Columbia Fd.s Series TRT II-Columbia Seligman Technology and Informati | Aug 31, 2025 | 11.3M | 231.6M | 0.9% |
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