Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 12.4M | 698.9M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 9.7M | 547.5M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Sep 30, 2025 | 8.7M | 490.9M | 2.2% |
| Invesco QQQ Trust, Series 1 | Sep 30, 2025 | 8.1M | 459.0M | 2.1% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Sep 30, 2025 | 5.5M | 311.1M | 1.4% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 5.0M | 281.0M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 4.8M | 272.4M | 1.2% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 4.7M | 263.8M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Growth Index Fund | Sep 30, 2025 | 3.4M | 190.0M | 0.9% |
| BlackRock Funds-BLACKROCK MID CAP GROWTH EQUITY PORTFOLIO | Aug 31, 2025 | 3.0M | 168.3M | 0.8% |
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