Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 19.8M | 1.4B | 3.2% |
| SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF | Aug 31, 2025 | 17.7M | 1.3B | 2.8% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 15.5M | 1.1B | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Sep 30, 2025 | 13.9M | 1.0B | 2.2% |
| SELECT SECTOR SPDR TRUST-The Energy Select Sector SPDR Fund | Sep 30, 2025 | 11.9M | 859.7M | 1.9% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Oct 31, 2025 | 7.9M | 574.4M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 7.7M | 558.6M | 1.2% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 7.4M | 536.6M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Sep 30, 2025 | 5.7M | 408.8M | 0.9% |
| First Eagle Funds-First Eagle Global Fund | Jul 31, 2025 | 4.6M | 330.8M | 0.7% |
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Holders
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