Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 16.8M | 698.2M | 3.2% |
| SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF | Aug 31, 2025 | 15.6M | 645.1M | 2.9% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 13.2M | 546.9M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Sep 30, 2025 | 11.8M | 490.3M | 2.2% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Oct 31, 2025 | 6.7M | 279.8M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 6.6M | 272.1M | 1.2% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 6.3M | 260.8M | 1.2% |
| SELECT SECTOR SPDR TRUST-The Consumer Staples Select Sector SPDR Fund | Sep 30, 2025 | 5.7M | 238.0M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Sep 30, 2025 | 4.8M | 199.0M | 0.9% |
| Income Fund of America | Sep 30, 2025 | 4.4M | 182.0M | 0.8% |
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Holders
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Ultra plan.