Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Dodge & Cox Funds-Dodge & Cox Stock Fund | Sep 30, 2025 | 32.2M | 3.2B | 5.3% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 20.6M | 2.0B | 3.4% |
| Dodge & Cox Funds-Dodge & Cox International Stock Fund | Sep 30, 2025 | 16.6M | 1.6B | 2.7% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 16.1M | 1.6B | 2.6% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Oct 31, 2025 | 8.3M | 819.9M | 1.4% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 8.0M | 797.3M | 1.3% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 7.7M | 765.5M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Sep 30, 2025 | 7.2M | 718.5M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Sep 30, 2025 | 5.9M | 583.4M | 1.0% |
| PUTNAM LARGE CAP VALUE FUND | Jul 31, 2025 | 5.8M | 580.5M | 1.0% |
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