Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 11.9M | 110.1B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 9.3M | 86.3B | 2.5% |
| iShares Trust-iShares Core S&P 500 ETF | Dec 31, 2025 | 4.9M | 45.3B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Dec 31, 2025 | 4.8M | 44.0B | 1.3% |
| SPDR S&P 500 ETF TRUST | Dec 31, 2025 | 4.6M | 42.4B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Sep 30, 2025 | 3.4M | 31.4B | 0.9% |
| SELECT SECTOR SPDR TRT-State Street Health Care Select Sector SPDR ETF | Dec 31, 2025 | 2.7M | 24.6B | 0.7% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Sep 30, 2025 | 2.2M | 20.4B | 0.6% |
| GROWTH FUND OF AMERICA | Dec 31, 2025 | 2.1M | 19.7B | 0.6% |
| NEW PERSPECTIVE FUND | Dec 31, 2025 | 2.1M | 19.1B | 0.6% |
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Holders
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