Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 717.8K | 1.3B | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 592.9K | 1.1B | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Sep 30, 2025 | 504.4K | 930.5M | 2.1% |
| GROWTH FUND OF AMERICA | Sep 30, 2025 | 446.0K | 822.9M | 1.9% |
| ADVISORS' INNER CIRCLE FUND-EDGEWOOD GROWTH FUND | Sep 30, 2025 | 406.3K | 749.6M | 1.7% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Sep 30, 2025 | 311.5K | 574.7M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 303.9K | 560.8M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 294.5K | 543.4M | 1.2% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 282.6K | 521.4M | 1.2% |
| Principal Funds, Inc-MidCap Fund | Jul 31, 2025 | 237.0K | 437.3M | 1% |
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