Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 108.3M | 134.4B | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 95.6M | 118.6B | 2.2% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 49.0M | 60.9B | 1.1% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 47.5M | 59.0B | 1.1% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 45.7M | 56.7B | 1.1% |
| SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF | Aug 31, 2025 | 38.1M | 47.3B | 0.9% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Sep 30, 2025 | 30.9M | 38.4B | 0.7% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Sep 30, 2025 | 22.6M | 28.0B | 0.5% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Dividend Appreciation Index Fund | Jul 31, 2025 | 20.8M | 25.9B | 0.5% |
| VANGUARD WHITEHALL FUNDS-Vanguard High Dividend Yield Index Fund | Jul 31, 2025 | 14.9M | 18.5B | 0.3% |
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