Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 3.2M | 682.5M | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 2.6M | 562.8M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 2.4M | 513.7M | 2.3% |
| VANGUARD WELLINGTON FUND | Aug 31, 2025 | 2.4M | 510.9M | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 1.5M | 328.8M | 1.5% |
| VANGUARD HORIZON FUNDS-Vanguard Capital Opportunity Fund | Sep 30, 2025 | 1.5M | 314.4M | 1.4% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 1.4M | 288.8M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 1.3M | 280.0M | 1.2% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 1.3M | 271.2M | 1.2% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Aug 31, 2025 | 1.2M | 244.7M | 1.1% |
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