Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 5.4M | 1.1B | 3.2% |
| -Price (T.Rowe) U.S. Value Equity Trust | Sep 30, 2025 | 4.9M | 1.0B | 2.8% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 4.2M | 893.2M | 2.5% |
| T. Rowe Price Value Fund, Inc. | Sep 30, 2025 | 4.0M | 841.7M | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Sep 30, 2025 | 3.8M | 800.7M | 2.2% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 2.2M | 458.3M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 2.1M | 444.3M | 1.2% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 2.0M | 426.0M | 1.2% |
| AMERICAN FUNDS FUNDAMENTAL INVESTORS | Sep 30, 2025 | 2.0M | 413.9M | 1.2% |
| Victory Portfolios-Victory Sycamore Established Value Fund | Sep 30, 2025 | 1.8M | 369.1M | 1.0% |
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