Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 17.0M | 4.6B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 13.3M | 3.6B | 2.5% |
| Invesco QQQ Trust, Series 1 | Sep 30, 2025 | 11.1M | 3.0B | 2.1% |
| SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF | Aug 31, 2025 | 9.5M | 2.6B | 1.8% |
| WASHINGTON MUTUAL INVESTORS FUND | Sep 30, 2025 | 8.9M | 2.4B | 1.7% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 6.8M | 1.9B | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 6.6M | 1.8B | 1.2% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 6.3M | 1.7B | 1.2% |
| VANGUARD CHESTER FUNDS-Vanguard PRIMECAP Fund | Sep 30, 2025 | 6.1M | 1.7B | 1.1% |
| AMERICAN MUTUAL FUND | Sep 30, 2025 | 5.3M | 1.4B | 1.0% |
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