Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 6.6M | 670.5M | 2.8% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 5.8M | 583.0M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Sep 30, 2025 | 4.7M | 470.7M | 2.0% |
| VanEck ETF Trust-VanEck Morningstar Wide Moat ETF | Sep 30, 2025 | 4.0M | 402.0M | 1.7% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 3.0M | 299.2M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 2.9M | 290.0M | 1.2% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 2.8M | 279.7M | 1.2% |
| NEW PERSPECTIVE FUND | Sep 30, 2025 | 2.7M | 272.4M | 1.2% |
| WASHINGTON MUTUAL INVESTORS FUND | Sep 30, 2025 | 2.6M | 263.3M | 1.1% |
| SELECT SECTOR SPDR TRUST-The Consumer Staples Select Sector SPDR Fund | Sep 30, 2025 | 2.5M | 253.6M | 1.1% |
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