Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 119.4M | 4.6T | 2.8% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 104.0M | 4.0T | 2.5% |
| SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF | Aug 31, 2025 | 62.9M | 2.4T | 1.5% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 53.4M | 2.1T | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 51.7M | 2.0T | 1.2% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 49.7M | 1.9T | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Sep 30, 2025 | 34.1M | 1.3T | 0.8% |
| SELECT SECTOR SPDR TRT-The Communication Services Select Sector SPDR F | Sep 30, 2025 | 27.1M | 1.0T | 0.6% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Sep 30, 2025 | 24.6M | 945.5B | 0.6% |
| VANGUARD WHITEHALL FUNDS-Vanguard High Dividend Yield Index Fund | Jul 31, 2025 | 16.2M | 624.3B | 0.4% |
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