Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 10.4M | 914.6M | 3.2% |
| SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF | Aug 31, 2025 | 9.4M | 826.2M | 2.8% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 8.2M | 717.4M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Sep 30, 2025 | 7.3M | 643.1M | 2.2% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Oct 31, 2025 | 4.2M | 366.9M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 4.1M | 356.8M | 1.2% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 3.9M | 342.4M | 1.2% |
| SELECT SECTOR SPDR TRUST-The Consumer Staples Select Sector SPDR Fund | Sep 30, 2025 | 3.6M | 312.1M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Sep 30, 2025 | 3.0M | 261.2M | 0.9% |
| Income Fund of America | Sep 30, 2025 | 3.0M | 261.2M | 0.9% |
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Holders
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Ultra plan.