Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 6.6M | 423.9M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 5.2M | 333.6M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 5.0M | 320.4M | 2.4% |
| HARRIS ASSOCIATES INVESTMENT TRUST-Oakmark Fund | Sep 30, 2025 | 4.4M | 281.6M | 2.1% |
| John Hancock Funds III-Disciplined Value Mid Cap Fund | Sep 30, 2025 | 3.8M | 246.5M | 1.8% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 3.2M | 205.1M | 1.5% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 2.7M | 171.2M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 2.6M | 165.9M | 1.2% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 2.5M | 158.8M | 1.2% |
| VanEck ETF Trust-VanEck Morningstar Wide Moat ETF | Sep 30, 2025 | 2.4M | 152.5M | 1.1% |
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