Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2025 | 122.9M | 1.3B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Mar 31, 2025 | 108.2M | 1.1B | 2.8% |
| SCHWAB STRATEGIC TRUST-Schwab U.S. Dividend Equity ETF | Feb 28, 2025 | 102.8M | 1.1B | 2.6% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Mar 31, 2025 | 83.8M | 871.8M | 2.2% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Apr 30, 2025 | 48.9M | 508.5M | 1.3% |
| SPDR S&P 500 ETF TRUST | Apr 30, 2025 | 46.9M | 487.6M | 1.2% |
| iShares Trust-iShares Core S&P 500 ETF | Apr 30, 2025 | 46.1M | 479.5M | 1.2% |
| iShares Trust-iShares Select Dividend ETF | Apr 30, 2025 | 42.0M | 436.3M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Mar 31, 2025 | 34.1M | 355.0M | 0.9% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Value Index Fund | Mar 31, 2025 | 25.0M | 259.7M | 0.6% |
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