Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 31.3M | 11.3B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 24.5M | 8.8B | 2.5% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 12.6M | 4.5B | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 12.2M | 4.4B | 1.2% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 11.7M | 4.2B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Sep 30, 2025 | 8.9M | 3.2B | 0.9% |
| SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF | Aug 31, 2025 | 7.3M | 2.6B | 0.7% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Sep 30, 2025 | 5.8M | 2.1B | 0.6% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Dividend Appreciation Index Fund | Jul 31, 2025 | 5.3M | 1.9B | 0.5% |
| SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | Sep 30, 2025 | 5.2M | 1.9B | 0.5% |
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