Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 61.2M | 8.9B | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 47.5M | 6.9B | 2.4% |
| SELECT SECTOR SPDR TRUST-The Energy Select Sector SPDR Fund | Sep 30, 2025 | 31.4M | 4.6B | 1.6% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 24.4M | 3.6B | 1.2% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 23.6M | 3.5B | 1.2% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 22.7M | 3.3B | 1.1% |
| SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF | Aug 31, 2025 | 19.8M | 2.9B | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Sep 30, 2025 | 17.5M | 2.6B | 0.9% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Sep 30, 2025 | 11.2M | 1.6B | 0.6% |
| VANGUARD WORLD FUND-Vanguard Energy Index Fund | Aug 31, 2025 | 8.9M | 1.3B | 0.4% |
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