Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 86.3M | 659.3B | 2.6% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 69.2M | 528.9B | 2.1% |
| iShares Trust-iShares Core S&P 500 ETF | Dec 31, 2025 | 36.5M | 279.1B | 1.1% |
| Invesco QQQ Trust, Series 1 | Dec 31, 2025 | 36.0M | 274.7B | 1.1% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Nov 30, 2025 | 35.4M | 270.8B | 1.1% |
| SPDR S&P 500 ETF TRUST | Dec 31, 2025 | 34.2M | 261.5B | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Sep 30, 2025 | 28.5M | 218.1B | 0.9% |
| GROWTH FUND OF AMERICA | Dec 31, 2025 | 21.1M | 161.2B | 0.6% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Sep 30, 2025 | 16.4M | 125.0B | 0.5% |
| SELECT SECTOR SPDR TRT-State Street Consumer Discretionary Select Sect | Dec 31, 2025 | 11.2M | 85.9B | 0.3% |
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