Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 12.7M | 2.9B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 10.0M | 2.3B | 2.5% |
| Invesco QQQ Trust, Series 1 | Sep 30, 2025 | 8.4M | 1.9B | 2.1% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 5.1M | 1.2B | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 5.0M | 1.1B | 1.2% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 4.8M | 1.1B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Sep 30, 2025 | 4.6M | 1.0B | 1.1% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Dividend Growth Fund | Jul 31, 2025 | 3.2M | 722.0M | 0.8% |
| iShares Trust-iShares MSCI USA Quality Factor ETF | Sep 30, 2025 | 2.7M | 605.7M | 0.7% |
| AMERICAN MUTUAL FUND | Sep 30, 2025 | 2.7M | 605.1M | 0.7% |
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