Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 1.1M | 253.7M | 2.8% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 809.2K | 193.2M | 2.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 796.0K | 190.1M | 2.1% |
| Eaton Vance Growth Trust-Eaton Vance Atlanta Capital SMID-Cap Fund | Sep 30, 2025 | 560.4K | 133.8M | 1.5% |
| Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF | Sep 30, 2025 | 458.1K | 109.4M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Sep 30, 2025 | 445.3K | 106.3M | 1.2% |
| Touchstone Fd.s Group TRT-Touchstone Fd.s Group TRT-Touchstone Mid Cap | Sep 30, 2025 | 435.4K | 104.0M | 1.2% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 415.8K | 99.3M | 1.1% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 402.8K | 96.2M | 1.1% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 385.2K | 92.0M | 1.0% |
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Holders
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