Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 18.5M | 1.3B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 14.5M | 1.0B | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Sep 30, 2025 | 13.0M | 918.4M | 2.2% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Health Care Fund | Jul 31, 2025 | 11.2M | 792.3M | 1.9% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 7.4M | 525.7M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 7.2M | 509.6M | 1.2% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 6.9M | 489.0M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Sep 30, 2025 | 5.3M | 372.9M | 0.9% |
| JPMorgan Trust I-JPMorgan U.S. Equity Fund | Sep 30, 2025 | 5.2M | 369.0M | 0.9% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Growth Index Fund | Sep 30, 2025 | 5.0M | 355.5M | 0.9% |
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Holders
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