Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 3.1M | 780.4M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 2.4M | 612.0M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Sep 30, 2025 | 2.2M | 549.0M | 2.2% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 1.2M | 314.3M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 1.2M | 304.7M | 1.2% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 1.2M | 293.7M | 1.2% |
| Franklin Managed Trust-FRANKLIN RISING DIVIDENDS FUND | Sep 30, 2025 | 1.1M | 269.8M | 1.1% |
| MFS Massachusetts Investors Growth Stock Fd.-Massachusetts Investors G | Aug 31, 2025 | 1.1M | 268.0M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Sep 30, 2025 | 883.9K | 222.7M | 0.9% |
| JANUS INVESTMENT FUND-Janus Henderson Enterprise Fund | Sep 30, 2025 | 739.2K | 186.3M | 0.8% |
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Holders
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