Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2025 | 4.7M | 1.8B | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Mar 31, 2025 | 4.1M | 1.6B | 2.8% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Mar 31, 2025 | 3.2M | 1.2B | 2.1% |
| AMERICAN FUNDS FUNDAMENTAL INVESTORS | Jun 30, 2025 | 2.3M | 863.0M | 1.5% |
| AMERICAN BALANCED FUND | Jun 30, 2025 | 2.1M | 804.1M | 1.4% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Jun 30, 2025 | 1.9M | 710.4M | 1.3% |
| SPDR S&P 500 ETF TRUST | Jun 30, 2025 | 1.8M | 676.5M | 1.2% |
| GROWTH FUND OF AMERICA | Jun 30, 2025 | 1.8M | 678.6M | 1.2% |
| Fidelity Magellan Fund | Jun 30, 2025 | 1.8M | 671.2M | 1.2% |
| iShares Trust-iShares Core S&P 500 ETF | Jun 30, 2025 | 1.8M | 664.6M | 1.2% |