Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 3.1M | 2.0B | 3.0% |
| Dodge & Cox Funds-Dodge & Cox Stock Fund | Sep 30, 2025 | 2.9M | 1.9B | 2.8% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 2.5M | 1.6B | 2.4% |
| Invesco QQQ Trust, Series 1 | Sep 30, 2025 | 2.2M | 1.4B | 2.1% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Oct 31, 2025 | 1.3M | 818.7M | 1.2% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 1.3M | 796.4M | 1.2% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 1.2M | 764.1M | 1.2% |
| PUTNAM LARGE CAP VALUE FUND | Jul 31, 2025 | 1.1M | 677.3M | 1.0% |
| NEW PERSPECTIVE FUND | Sep 30, 2025 | 1.0M | 645.6M | 1.0% |
| Fidelity Contrafund | Sep 30, 2025 | 948.1K | 603.8M | 0.9% |
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