Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2025 | 4.7M | 1.7B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Mar 31, 2025 | 4.1M | 1.5B | 2.8% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Mar 31, 2025 | 3.2M | 1.1B | 2.2% |
| AMERICAN FUNDS FUNDAMENTAL INVESTORS | Mar 31, 2025 | 2.3M | 817.3M | 1.5% |
| AMERICAN BALANCED FUND | Mar 31, 2025 | 2.1M | 761.5M | 1.4% |
| Fidelity Magellan Fund | Apr 30, 2025 | 2.0M | 702.3M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Apr 30, 2025 | 1.9M | 664.3M | 1.3% |
| GROWTH FUND OF AMERICA | Mar 31, 2025 | 1.8M | 642.6M | 1.2% |
| SPDR S&P 500 ETF TRUST | Apr 30, 2025 | 1.8M | 636.3M | 1.2% |
| iShares Trust-iShares Core S&P 500 ETF | Apr 30, 2025 | 1.7M | 626.4M | 1.2% |