Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2025 | 4.7M | 1.9B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Mar 31, 2025 | 4.1M | 1.7B | 2.8% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Mar 31, 2025 | 3.2M | 1.3B | 2.2% |
| AMERICAN FUNDS FUNDAMENTAL INVESTORS | Jun 30, 2025 | 2.3M | 929.0M | 1.5% |
| AMERICAN BALANCED FUND | Mar 31, 2025 | 2.1M | 865.5M | 1.4% |
| Fidelity Magellan Fund | May 31, 2025 | 1.9M | 786.0M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | May 31, 2025 | 1.9M | 758.3M | 1.3% |
| GROWTH FUND OF AMERICA | Jun 30, 2025 | 1.8M | 730.4M | 1.2% |
| SPDR S&P 500 ETF TRUST | May 31, 2025 | 1.8M | 718.5M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Mar 31, 2025 | 1.7M | 703.0M | 1.2% |