Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 9.4M | 575.7M | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 7.4M | 450.5M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Sep 30, 2025 | 6.6M | 403.9M | 2.2% |
| SELECT SECTOR SPDR TRUST-The Utilities Select Sector SPDR Fund | Sep 30, 2025 | 4.7M | 289.6M | 1.6% |
| JPMorgan Trust II-JPMorgan Equity Income Fund | Sep 30, 2025 | 4.5M | 274.0M | 1.5% |
| Victory Portfolios-Victory Sycamore Established Value Fund | Sep 30, 2025 | 4.2M | 257.4M | 1.4% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 3.8M | 231.2M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 3.7M | 224.1M | 1.2% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 3.5M | 216.4M | 1.2% |
| MFS Massachusetts Investors Growth Stock Fd.-Massachusetts Investors G | Aug 31, 2025 | 3.4M | 205.9M | 1.1% |
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