Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 15.3M | 5.8B | 2.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 13.4M | 5.1B | 1.9% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 6.9M | 2.6B | 1% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 6.7M | 2.5B | 1.0% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 6.4M | 2.4B | 0.9% |
| SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | Sep 30, 2025 | 5.2M | 2.0B | 0.8% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Dividend Growth Fund | Jul 31, 2025 | 4.9M | 1.8B | 0.7% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Sep 30, 2025 | 4.4M | 1.7B | 0.6% |
| MFS SERIES TRUST I-MFS Value Fund | Aug 31, 2025 | 4.2M | 1.6B | 0.6% |
| SELECT SECTOR SPDR TRUST-The Financial Select Sector SPDR Fund | Sep 30, 2025 | 3.8M | 1.4B | 0.6% |
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