Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 20.0M | 602.5M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 15.7M | 472.2M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Sep 30, 2025 | 14.0M | 423.4M | 2.2% |
| SELECT SECTOR SPDR TRUST-The Energy Select Sector SPDR Fund | Sep 30, 2025 | 12.0M | 361.6M | 1.9% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Oct 31, 2025 | 8.0M | 241.6M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 7.8M | 234.9M | 1.2% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 7.5M | 225.2M | 1.2% |
| UNDISCOVERED MANAGERS Fd.S-Undiscovered Managers Behavioral Value Fd. | Sep 30, 2025 | 5.8M | 174.8M | 0.9% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Sep 30, 2025 | 5.7M | 171.7M | 0.9% |
| Victory Portfolios-Victory Sycamore Established Value Fund | Sep 30, 2025 | 5.2M | 155.3M | 0.8% |
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