Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 16.7M | 883.3M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 13.1M | 692.0M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Sep 30, 2025 | 11.7M | 620.4M | 2.2% |
| VANGUARD WELLINGTON FUND | Aug 31, 2025 | 10.8M | 570.5M | 2.0% |
| GROWTH FUND OF AMERICA | Sep 30, 2025 | 9.9M | 526.7M | 1.9% |
| AMERICAN MUTUAL FUND | Sep 30, 2025 | 9.0M | 473.7M | 1.7% |
| VANGUARD FENWAY FUNDS-Vanguard Equity Income Fund | Sep 30, 2025 | 7.4M | 392.5M | 1.4% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 6.7M | 355.2M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 6.5M | 344.2M | 1.2% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 6.2M | 330.2M | 1.2% |
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