Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 7.1M | 2.1B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 5.6M | 1.7B | 2.5% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Oct 31, 2025 | 2.8M | 849.5M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 2.8M | 826.1M | 1.2% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 2.7M | 793.0M | 1.2% |
| First Eagle Funds-First Eagle Global Fund | Jul 31, 2025 | 2.6M | 768.2M | 1.2% |
| VANGUARD FENWAY FUNDS-Vanguard Equity Income Fund | Sep 30, 2025 | 2.3M | 679.1M | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Sep 30, 2025 | 2.0M | 604.4M | 0.9% |
| VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund | Jul 31, 2025 | 1.9M | 574.2M | 0.9% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Health Care Fund | Jul 31, 2025 | 1.7M | 508.2M | 0.8% |
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Holders
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Ultra plan.