Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 56.6M | 113.0B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 44.4M | 88.6B | 2.5% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Oct 31, 2025 | 22.7M | 45.3B | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 22.1M | 44.1B | 1.2% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 21.2M | 42.3B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Sep 30, 2025 | 16.1M | 32.2B | 0.9% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Sep 30, 2025 | 10.5M | 20.9B | 0.6% |
| SELECT SECTOR SPDR TRT-The Communication Services Select Sector SPDR F | Sep 30, 2025 | 10.2M | 20.4B | 0.6% |
| JPMorgan Trust I-JPMorgan U.S. Equity Fund | Sep 30, 2025 | 6.5M | 13.0B | 0.4% |
| Columbia Funds Series Trust I-Columbia Dividend Income Fund | Aug 31, 2025 | 6.2M | 12.4B | 0.3% |
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