Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 3.5M | 587.2M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 2.8M | 461.1M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Sep 30, 2025 | 2.5M | 413.3M | 2.2% |
| Victory Portfolios-Victory Sycamore Established Value Fund | Sep 30, 2025 | 1.6M | 269.9M | 1.5% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 1.4M | 236.6M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 1.4M | 229.4M | 1.2% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 1.3M | 221.7M | 1.2% |
| JPMorgan Trust II-JPMorgan Equity Income Fund | Sep 30, 2025 | 1.3M | 216.0M | 1.2% |
| John Hancock Funds III-Disciplined Value Fund | Sep 30, 2025 | 1.3M | 212.0M | 1.1% |
| J.P. Morgan Fleming Mutual Fd. Group, Inc.-JPMorgan Mid Cap Value Fd. | Sep 30, 2025 | 1.2M | 197.0M | 1.1% |
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