Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Jun 30, 2025 | 12.7M | 2.1B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 9.7M | 1.6B | 2.5% |
| MFS SERIES TRUST I-MFS Value Fund | Aug 31, 2025 | 5.0M | 810.1M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 5.0M | 807.8M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 4.8M | 782.6M | 1.2% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 4.7M | 760.2M | 1.2% |
| AMERICAN MUTUAL FUND | Sep 30, 2025 | 4.7M | 757.9M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Sep 30, 2025 | 3.5M | 573.1M | 0.9% |
| PUTNAM LARGE CAP VALUE FUND | Jul 31, 2025 | 3.0M | 486.5M | 0.8% |
| Columbia Funds Series Trust I-Columbia Dividend Income Fund | Aug 31, 2025 | 2.8M | 456.2M | 0.7% |
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