Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 35.2M | 8.5B | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 27.6M | 6.7B | 2.5% |
| Invesco QQQ Trust, Series 1 | Sep 30, 2025 | 23.1M | 5.6B | 2.1% |
| AMERICAN FUNDS FUNDAMENTAL INVESTORS | Sep 30, 2025 | 22.0M | 5.3B | 2.0% |
| AMERICAN BALANCED FUND | Sep 30, 2025 | 18.9M | 4.6B | 1.7% |
| GROWTH FUND OF AMERICA | Sep 30, 2025 | 18.5M | 4.5B | 1.7% |
| VANGUARD CHESTER FUNDS-Vanguard PRIMECAP Fund | Sep 30, 2025 | 18.4M | 4.4B | 1.6% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 14.2M | 3.4B | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 13.7M | 3.3B | 1.2% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 13.2M | 3.2B | 1.2% |
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