Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 5.1M | 400.9M | 3.3% |
| SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF | Aug 31, 2025 | 4.6M | 362.2M | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 4.0M | 314.4M | 2.6% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 3.8M | 302.1M | 2.5% |
| Victory Portfolios-Victory Sycamore Established Value Fund | Sep 30, 2025 | 3.1M | 240.0M | 2.0% |
| John Hancock Funds III-Disciplined Value Mid Cap Fund | Sep 30, 2025 | 2.6M | 206.5M | 1.7% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 2.5M | 193.3M | 1.6% |
| T. ROWE PRICE Eqy. INCOME Fd., INC.-T. Rowe Price Eqy. Income Fd. | Sep 30, 2025 | 2.2M | 175.1M | 1.4% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 2.1M | 161.4M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 2.0M | 156.4M | 1.3% |
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Holders
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