Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 83.5M | 502.1B | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 65.4M | 393.3B | 2.4% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Nov 30, 2025 | 34.7M | 208.7B | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Oct 31, 2025 | 33.8M | 203.3B | 1.2% |
| SPDR S&P 500 ETF TRUST | Oct 31, 2025 | 33.1M | 199.1B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Sep 30, 2025 | 23.9M | 143.6B | 0.9% |
| SELECT SECTOR SPDR TRUST-The Financial Select Sector SPDR Fund | Oct 31, 2025 | 19.3M | 115.9B | 0.7% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Sep 30, 2025 | 16.0M | 96.3B | 0.6% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Dividend Appreciation Index Fund | Oct 31, 2025 | 15.0M | 90.2B | 0.6% |
| WASHINGTON MUTUAL INVESTORS FUND | Oct 31, 2025 | 11.1M | 66.6B | 0.4% |
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