Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 2.6M | 586.2M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 2.1M | 459.4M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Sep 30, 2025 | 1.8M | 411.7M | 2.2% |
| ALLSPRING FUNDS TRUST-Allspring Special Mid Cap Value Fund | Sep 30, 2025 | 1.4M | 308M | 1.7% |
| Victory Portfolios-Victory Sycamore Established Value Fund | Sep 30, 2025 | 1.2M | 258.7M | 1.4% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 1.1M | 235.7M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 1.0M | 228.5M | 1.2% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 977.7K | 219.0M | 1.2% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Health Care Fund | Jul 31, 2025 | 841.6K | 188.5M | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Sep 30, 2025 | 745.5K | 167.0M | 0.9% |
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