Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 5.1M | 395.2M | 3.3% |
| SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF | Aug 31, 2025 | 4.6M | 357.0M | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 4.0M | 309.8M | 2.6% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 3.8M | 297.7M | 2.5% |
| Victory Portfolios-Victory Sycamore Established Value Fund | Sep 30, 2025 | 3.1M | 236.5M | 2.0% |
| John Hancock Funds III-Disciplined Value Mid Cap Fund | Sep 30, 2025 | 2.6M | 203.6M | 1.7% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 2.5M | 190.6M | 1.6% |
| T. ROWE PRICE Eqy. INCOME Fd., INC.-T. Rowe Price Eqy. Income Fd. | Sep 30, 2025 | 2.2M | 172.5M | 1.4% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Oct 31, 2025 | 2.0M | 158.5M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 2.0M | 154.2M | 1.3% |
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Holders
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