Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| GROWTH FUND OF AMERICA | Sep 30, 2025 | 116.4K | 876.2M | 4.1% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 85.7K | 645.3M | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 72.4K | 545.2M | 2.6% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Sep 30, 2025 | 60.3K | 454.1M | 2.1% |
| AMCAP FUND | Sep 30, 2025 | 52.1K | 392.0M | 1.8% |
| Principal Funds, Inc-MidCap Fund | Jul 31, 2025 | 47.8K | 360.0M | 1.7% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Oct 31, 2025 | 36.2K | 272.8M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 35.6K | 268.1M | 1.3% |
| iShares Trust-iShares MSCI USA Quality Factor ETF | Sep 30, 2025 | 34.8K | 262.3M | 1.2% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 33.9K | 255.0M | 1.2% |
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