Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 134.2M | 13.5B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 105.2M | 10.6B | 2.5% |
| SELECT SECTOR SPDR TRUST-The Energy Select Sector SPDR Fund | Sep 30, 2025 | 54.4M | 5.5B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 54.0M | 5.4B | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 52.3M | 5.3B | 1.2% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 50.3M | 5.1B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Sep 30, 2025 | 38.3M | 3.9B | 0.9% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Sep 30, 2025 | 24.9M | 2.5B | 0.6% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Dividend Appreciation Index Fund | Jul 31, 2025 | 23.4M | 2.4B | 0.6% |
| VANGUARD WORLD FUND-Vanguard Energy Index Fund | Aug 31, 2025 | 18.0M | 1.8B | 0.4% |
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