Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 4.7M | 192.1M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 3.7M | 150.6M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 3.6M | 144.7M | 2.4% |
| JANUS INVESTMENT FUND-Janus Henderson Enterprise Fund | Sep 30, 2025 | 3.5M | 141.7M | 2.4% |
| Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF | Sep 30, 2025 | 2.5M | 100.5M | 1.7% |
| Diamond Hill Funds-Diamond Hill Large Cap Fund | Sep 30, 2025 | 1.9M | 77.8M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 1.8M | 75.1M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 1.8M | 74.9M | 1.3% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 1.8M | 73.6M | 1.2% |
| Principal Funds, Inc-MidCap Fund | Jul 31, 2025 | 1.7M | 69.8M | 1.2% |
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