Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 30.0M | 2.1B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 23.5M | 1.6B | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Sep 30, 2025 | 21.1M | 1.5B | 2.3% |
| PUTNAM LARGE CAP VALUE FUND | Jul 31, 2025 | 13.7M | 950.9M | 1.5% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 12.1M | 836.9M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 11.7M | 811.2M | 1.3% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 11.2M | 778.6M | 1.2% |
| GROWTH FUND OF AMERICA | Sep 30, 2025 | 11.1M | 773.1M | 1.2% |
| HARRIS ASSOCIATES INVESTMENT TRUST-Oakmark Fund | Sep 30, 2025 | 10.2M | 705.0M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Sep 30, 2025 | 8.6M | 593.6M | 0.9% |
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Holders
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Ultra plan.