Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 14.8M | 111.3B | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 11.6M | 87.3B | 2.4% |
| Invesco QQQ Trust, Series 1 | Sep 30, 2025 | 9.7M | 73.2B | 2% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 5.9M | 44.8B | 1.2% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 5.8M | 43.4B | 1.2% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 5.5M | 41.7B | 1.1% |
| INVESTMENT CO OF AMERICA | Sep 30, 2025 | 4.3M | 32.4B | 0.9% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Sep 30, 2025 | 4.2M | 31.8B | 0.9% |
| WASHINGTON MUTUAL INVESTORS FUND | Sep 30, 2025 | 3.1M | 23.6B | 0.6% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Dividend Growth Fund | Jul 31, 2025 | 2.9M | 21.6B | 0.6% |
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