Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | Mar 31, 2024 | 2.3M | 791.2M | 3.2% |
| Vanguard 500 Index Fund | Mar 31, 2024 | 1.9M | 638.8M | 2.6% |
| Vanguard Mid-Cap Index Fund | Mar 31, 2024 | 1.6M | 545.6M | 2.2% |
| Franklin Managed Trust - Rising Dividends Fund | Mar 31, 2024 | 1.3M | 453.1M | 1.8% |
| Price (T.Rowe) New Horizons Fund | Mar 31, 2024 | 1.0M | 355.1M | 1.4% |
| Fidelity 500 Index Fund | May 31, 2024 | 900.7K | 308.5M | 1.2% |
| SPDR S&P 500 ETF Trust | May 31, 2024 | 890.0K | 304.8M | 1.2% |
| Blackrock Funds-Mid-Cap Growth Equity Portfolio | Feb 29, 2024 | 878.1K | 300.7M | 1.2% |
| iShares Core S&P 500 ETF | May 31, 2024 | 769.3K | 263.5M | 1.1% |
| Vanguard Growth Index Fund | Mar 31, 2024 | 699.9K | 239.7M | 1.0% |