Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Dodge & Cox Funds-Dodge & Cox Stock Fund | Sep 30, 2025 | 7.6M | 2.0B | 6.3% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 3.8M | 985.9M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 3.0M | 772.8M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Sep 30, 2025 | 2.7M | 692.6M | 2.2% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Oct 31, 2025 | 1.5M | 395.2M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 1.5M | 384.2M | 1.2% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 1.4M | 368.6M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Sep 30, 2025 | 1.1M | 281.2M | 0.9% |
| AMERICAN MUTUAL FUND | Sep 30, 2025 | 926.7K | 241.3M | 0.8% |
| MFS SERIES TRUST I-MFS Value Fund | Aug 31, 2025 | 881.3K | 229.5M | 0.7% |
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