Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| SELECT SECTOR SPDR TRT-The Communication Services Select Sector SPDR F | Sep 30, 2025 | 6.4M | 526.1M | 3.3% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 6.1M | 503.0M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 4.8M | 395.2M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 4.6M | 379.7M | 2.4% |
| HARTFORD MUTUAL FUNDS INC/CT-THE HARTFORD DIVIDEND AND GROWTH FUND | Jul 31, 2025 | 3.5M | 292.6M | 1.8% |
| VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund | Jul 31, 2025 | 3.0M | 246.3M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 2.9M | 243.0M | 1.5% |
| First Eagle Funds-First Eagle Global Fund | Jul 31, 2025 | 2.7M | 224.4M | 1.4% |
| iShares Trust-iShares Select Dividend ETF | Sep 30, 2025 | 2.6M | 214.1M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Oct 31, 2025 | 2.4M | 202.2M | 1.3% |
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Holders
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Ultra plan.