Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 4.4M | 581.4M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 3.4M | 455.9M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Sep 30, 2025 | 3.1M | 408.7M | 2.2% |
| HARRIS ASSOCIATES INVESTMENT TRUST-Oakmark Fund | Sep 30, 2025 | 1.8M | 235.8M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 1.8M | 233.9M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 1.7M | 226.7M | 1.2% |
| iShares Trust-iShares Select Dividend ETF | Sep 30, 2025 | 1.7M | 226.3M | 1.2% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 1.7M | 219.2M | 1.2% |
| SPDR SERIES TRUST-SPDR S&P DIVIDEND ETF | Sep 30, 2025 | 1.3M | 178.5M | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Sep 30, 2025 | 1.2M | 165.6M | 0.9% |
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Holders
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Ultra plan.