Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Dodge & Cox Funds-Dodge & Cox Stock Fund | Sep 30, 2025 | 17.5M | 1.1B | 6.8% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 8.1M | 521.9M | 3.2% |
| Dodge & Cox Funds-Dodge & Cox International Stock Fund | Sep 30, 2025 | 7.7M | 499.9M | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 6.3M | 408.4M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Sep 30, 2025 | 5.7M | 366.1M | 2.2% |
| First Eagle Funds-First Eagle Global Fund | Jul 31, 2025 | 4.1M | 263.9M | 1.6% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 3.2M | 209.6M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 3.1M | 203.1M | 1.2% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 3.0M | 196.1M | 1.2% |
| FPA FUNDS TRUST-FPA Crescent Fund | Sep 30, 2025 | 3.0M | 193.6M | 1.2% |
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