| Mutual fund shareholding |
| holder |
Shares held |
Shareholding ratio |
Share change |
Rate of change |
Report date |
| Fidelity |
thirty-two million two hundred and nineteen thousand two hundred and seventy-five |
0.20% |
-- |
-- |
2022-04-30 |
| Vanguard Total Stock Market Index Fund |
four hundred and forty-nine million five hundred and eighty-five thousand and twenty-six |
2.78% |
two million thirteen thousand one hundred and eleven |
0.45% |
2022-04-30 |
| Vanguard 500 Index Fund |
three hundred and thirty-five million three hundred and fifty-two thousand nine hundred and thirty-two |
2.07% |
-3725607 |
-1.10% |
2022-04-30 |
| SPDR |
one hundred and sixty-seven million three hundred and thirty-five thousand eight hundred and forty-four |
1.03% |
three hundred and ninety-two thousand six hundred and thirty-three |
0.24% |
2022-05-31 |
| Invesco QQQ Trust |
one hundred and thirty-nine million six hundred and seventy-one thousand and ninety-eight |
0.86% |
-828352 |
-0.59% |
2022-05-31 |
| iShares Core S&P 500 ETF |
one hundred and thirty-three million three hundred and forty-five thousand five hundred and fifty-one |
0.82% |
two hundred and one thousand seven hundred and eighteen |
0.15% |
2022-05-31 |
| Vanguard Growth Index Fund |
one hundred and twenty-four million twenty-three thousand five hundred and fifteen |
0.77% |
three hundred and sixty-six thousand five hundred and thirty-six |
0.30% |
2022-04-30 |
| Vanguard Institutional Index Fund |
one hundred and fifteen million six hundred and seventy-five thousand nine hundred and fifty-five |
0.71% |
-463435 |
-0.40% |
2022-04-30 |
| Vanguard Information Technology Index Fd |
seventy-three million six hundred and ninety-four thousand and forty-seven |
0.46% |
-1781160 |
-2.36% |
2022-04-30 |
| State Street S&P 500 Index Fund |
seventy million five hundred and sixty-six thousand four hundred and forty-nine |
0.44% |
-97900 |
-0.14% |
2022-04-30 |
| Technology Select Sector SPDR |
sixty-two million four hundred and eleven |
0.38% |
forty-one thousand five hundred and eighty-eight |
0.07% |
2022-05-31 |
| Fidelity Growth Company Commingled Pool |
thirty-three million six hundred and eighty-three thousand two hundred and twenty |
0.21% |
-- |
-- |
2022-04-30 |
| NT S&P 500 Index Fund - NL |
thirty-four million eight hundred and five thousand nine hundred and fifty-three |
0.22% |
-1986218 |
-5.40% |
2022-03-31 |
| T. Rowe Price Blue Chip Growth Fund |
forty-three million one hundred thousand and ninety-four |
0.27% |
-1605236 |
-3.59% |
2022-03-31 |
| T. Rowe Price US Large-Cap Core Grwth Eq |
forty-three million one hundred thousand and ninety-four |
0.27% |
-1605236 |
-3.59% |
2022-03-31 |
| Russell 1000 Index Fund |
forty-three million nine hundred and seventy-five thousand and thirty-seven |
0.27% |
six thousand two hundred and ninety-two |
0.01% |
2022-04-30 |
| BlackRock Equity Index |
forty-seven million eight hundred and forty-eight thousand four hundred and thirty-four |
0.30% |
one hundred and seventy-eight thousand five hundred and ninety-four |
0.37% |
2022-03-31 |
| iShares Russell 1000 Growth ETF |
fifty-one million nine hundred and sixty-four thousand five hundred and twenty-three |
0.32% |
-29859 |
-0.06% |
2022-05-31 |
| CREF Stock Account |
thirty-four million five hundred and forty-six thousand and forty-three |
0.21% |
-360147 |
-1.03% |
2021-02-28 |
| Russell Inv Tax-Managed DI Large Cap SMA |
fifteen billion nine hundred and eighty-one million six hundred and ninety-four thousand eight hundred and twenty |
95.20% |
two billion one hundred and forty-seven million four hundred and eighty-three thousand six hundred and forty-seven |
-- |
2020-12-31 |
| iShares Core S&P 500 ETF |
one hundred and twenty-five million one hundred and fifty-eight thousand six hundred and eighty |
0.74% |
nine thousand six hundred and eighty-eight |
0.01% |
2020-11-27 |
| State Street S&P 500 Index Fund |
sixty-nine million two hundred and thirty-eight thousand six hundred and fifty-two |
0.41% |
-792000 |
-1.13% |
2020-10-31 |
| NT S&P 500 Index Fund - NL |
forty-one million three hundred and seventy-eight thousand two hundred and forty-nine |
0.24% |
-1145791 |
-2.69% |
2020-09-30 |
| Eaton Vance Tax Managed Growth 1.1 Fund |
nine million eight hundred and eighty-six thousand and ninety-six |
0.23% |
-95092 |
-0.95% |
2020-08-31 |
| Vanguard Wellington |
eleven million five hundred and eighty-eight thousand five hundred and sixty-three |
0.27% |
two million four hundred and nine thousand five hundred and thirty-three |
26.25% |
2020-06-30 |
| TIAA-CREF Equity Index Fund |
thirteen million two hundred and sixty-eight thousand and eighty-four |
0.31% |
-215628 |
-1.60% |
2020-08-31 |
| CREF Growth Account |
sixteen million one hundred and seventy-nine thousand five hundred and eighty |
0.38% |
-344600 |
-2.09% |
2020-08-31 |
| DFA US Core Equity 1 Portfolio |
eleven million seven hundred and sixty-five thousand two hundred and sixty-eight |
0.28% |
-859188 |
-6.81% |
2020-08-31 |
| DFA US Core Equity II Fund |
thirteen million one hundred and sixty-two thousand eight hundred and ninety-two |
0.31% |
-935632 |
-6.64% |
2020-08-31 |
| JPMorgan Large Cap Growth Fund |
eighteen million four hundred and twenty-three thousand six hundred and sixty |
0.43% |
eight hundred thousand and eight hundred |
4.54% |
2020-08-31 |
| Schwab |
twenty-six million four hundred and ninety-four thousand nine hundred and sixty-four |
0.62% |
-97456 |
-0.37% |
2020-08-31 |
| Vanguard Instl Total Stock Market Idx Fd |
eighteen million eight hundred thousand two hundred and twenty-four |
0.44% |
-145664 |
-0.77% |
2020-08-31 |
| NT S&P 500 Index Fund - DC - NL |
twenty-eight million two hundred and eleven thousand seven hundred and ninety |
0.66% |
-189644 |
-0.67% |
2020-08-31 |
| Vanguard S&P 500 ETF |
fifteen million three hundred and eighty-five thousand six hundred and eighty-eight |
0.36% |
-156832 |
-1.01% |
2020-08-31 |
| Vanguard Large Cap Index Fund |
fifteen million six hundred and nine thousand three hundred and eighty-four |
0.37% |
twenty-one thousand and seventy-two |
0.14% |
2020-08-31 |
| Principal LargeCap S&P 500 Idx SP |
sixteen million five hundred and fifty-five thousand and thirty-two |
0.39% |
-627168 |
-3.65% |
2020-08-31 |
| Russell 1000 Index Non-Lendable Fund E |
seventeen million nine hundred and ninety-six thousand four hundred and eighty-seven |
0.42% |
-274666 |
-1.50% |
2020-08-31 |
| iShares S&P 500 Growth ETF |
twenty-nine million one hundred and thirty-seven thousand four hundred and fifty-two |
0.68% |
-11096 |
-0.04% |
2020-08-31 |
| Schwab US Large-Cap ETF |
twelve million thirteen thousand seven hundred and eighty-eight |
0.28% |
eight thousand seven hundred and ninety-six |
0.07% |
2020-08-31 |
| iShares Russell 1000 ETF |
twelve million three hundred and eighty-seven thousand five hundred and forty-one |
0.29% |
-24355 |
-0.20% |
2020-08-31 |
| iShares Core S&P Total US Stock Mkt ETF |
thirteen million three hundred and ninety-two thousand and forty-eight |
0.31% |
-11136 |
-0.08% |
2020-08-31 |
| T. Rowe Price Growth Stock Fund |
eight million seven hundred and seventy-one thousand and forty-nine |
0.19% |
-293000 |
-3.23% |
2020-03-31 |
| NT S&P 500 Index Fund - Non-Lending |
ten million seven hundred and seventy-seven thousand three hundred and eighty-five |
0.24% |
fifteen thousand nine hundred and sixteen |
0.15% |
2020-03-31 |
| L&G Pension PMC North America Inx Acc |
ten million forty-five thousand and thirty-five |
0.22% |
-6169257 |
-38.05% |
2018-12-31 |
| iShares S&P 500 ETF |
thirty-two million nine hundred and forty thousand five hundred and twenty-two |
0.72% |
twenty-nine thousand six hundred and twelve |
0.09% |
2019-05-30 |
| iShares Core S&P 500 ETF (CAD-Hedged) |
thirty-two million nine hundred and forty thousand five hundred and twenty-two |
0.72% |
twenty-nine thousand six hundred and twelve |
0.09% |
2019-05-30 |
| iShares Core MSCI Kokusai ETF |
thirty-two million nine hundred and forty thousand five hundred and twenty-two |
0.72% |
twenty-nine thousand six hundred and twelve |
0.09% |
2019-05-30 |
| iShares Core S&P US Total Market ETF |
thirty-two million nine hundred and forty thousand five hundred and twenty-two |
0.72% |
twenty-nine thousand six hundred and twelve |
0.09% |
2019-05-30 |
| iShares MSCI World ETF |
thirty-two million eight hundred and thirteen thousand nine hundred and ninety-eight |
0.71% |
ten thousand seven hundred and sixty-eight |
0.03% |
2019-05-23 |
| iShares Core MSCI AllCntry Wld exCan ETF |
thirty-two million eight hundred and thirteen thousand nine hundred and ninety-eight |
0.71% |
ten thousand seven hundred and sixty-eight |
0.03% |
2019-05-23 |
| OH Putnam Fidelity Spartan 500 Index |
thirty-three million seven hundred and seventy-two thousand eight hundred and seventy-seven |
0.72% |
nine hundred and seventy-seven thousand one hundred and eighty-nine |
2.98% |
2019-01-31 |
| iShares S&P 500 Value ETF |
six million one hundred and eighty-five thousand four hundred and forty-four |
0.13% |
-- |
-- |
2019-02-28 |
| BlackRock Russell 1000 Index Fund |
thirteen million two hundred and thirty-two thousand four hundred and fifty-six |
0.28% |
one hundred and ninety-nine thousand two hundred and sixty-five |
1.53% |
2019-01-31 |
| Harbor Capital Appreciation Fund |
six million four hundred and sixty-one thousand two hundred and thirty-one |
0.14% |
-219000 |
-3.28% |
2018-09-30 |
| Undrly L&G Diversified Life |
twenty million nine hundred and ninety-one thousand five hundred and thirty-six |
0.44% |
twenty million eight hundred and ninety-two thousand four hundred and eighty-seven |
21093.08% |
2018-09-30 |
| Undrly L&G Pen PMC Diversified |
twenty million nine hundred and ninety-one thousand five hundred and thirty-six |
0.44% |
twenty million eight hundred and ninety-two thousand four hundred and eighty-seven |
21093.08% |
2018-09-30 |
| Vanguard Growth Index Inv |
thirty-one million one hundred and fifty-three thousand nine hundred and eighty-five |
0.65% |
-91251 |
-0.29% |
2018-07-31 |
| Vanguard Institutional Index I |
forty-seven million five hundred and fifty-one thousand five hundred and sixty-seven |
0.98% |
fifty-five thousand three hundred and seventy-five |
0.12% |
2018-07-31 |
| PowerShares QQQ ETF |
forty million two hundred and seventy thousand three hundred and sixty-two |
0.83% |
-155550 |
-0.38% |
2018-09-13 |
| Vanguard 500 Index Inv |
eighty-nine million seven thousand two hundred and sixty-two |
1.84% |
one hundred and one thousand four hundred and eighty-nine |
0.11% |
2018-07-31 |
| Vanguard Total Stock Mkt Idx |
one hundred and eleven million one hundred and eighty-one thousand four hundred and forty-three |
2.30% |
four hundred and sixty thousand nine hundred and twenty-four |
0.42% |
2018-07-31 |
| Vanguard Information Technology ETF |
nineteen million six hundred and eighty-one thousand four hundred and twenty |
0.41% |
one million three hundred and thirty-three thousand four hundred and seventy-three |
7.27% |
2018-07-31 |
| iShares Russell 1000 Growth |
fifteen million nine hundred and sixty-four thousand five hundred and eighty-eight |
0.32% |
-10980 |
-0.07% |
2018-09-12 |
| CREF Stock R1 |
thirteen million five hundred and thirteen thousand three hundred and eighty-five |
0.28% |
one hundred and sixty-five thousand seven hundred and seventy-four |
1.24% |
2018-07-31 |
| Vanguard Instl Ttl Stk Mkt Idx InstlPls |
six million eight hundred and thirty-one thousand nine hundred and sixty-seven |
0.14% |
-30828 |
-0.45% |
2018-07-31 |
| Northern Trust S&P 500 Index Fund - DC - Non-Lending |
seven million eight hundred and fourteen thousand two hundred and fifty-eight |
0.16% |
forty-six thousand three hundred and fifty-four |
0.60% |
2018-07-31 |
| Fidelity Spartan |
nine million three hundred and sixty thousand eight hundred and seventy-three |
0.19% |
twenty-two thousand eight hundred and thirteen |
0.24% |
2018-07-31 |
| iShares S&P 500 Growth |
eight million one hundred and thirteen thousand three hundred and ninety-eight |
0.16% |
-21784 |
-0.27% |
2018-09-12 |
| Harbor Capital Appreciation Instl |
seven million five hundred and fifty-five thousand eight hundred and fifty-one |
0.15% |
-2392368 |
-24.05% |
2018-03-31 |
| T. Rowe Price Growth Stock |
eighteen million nine hundred and ten thousand one hundred and ninety-eight |
0.37% |
-280584 |
-1.46% |
2017-12-31 |
| VA CollegeAmerica Grth Fund of Amer 529F |
eleven million four hundred and twenty thousand |
0.22% |
-2474700 |
-17.81% |
2017-12-31 |
| VA CollegeAmerica WA Mutual 529B |
nine million three hundred and seventy-five thousand and seven hundred |
0.18% |
seven hundred and fifty-five thousand and seven hundred |
8.77% |
2016-12-31 |
| VA CollegeAmerica Fundamental Invs 529E |
eleven million two hundred and forty thousand |
0.21% |
two million four hundred and eighty-five thousand |
28.38% |
2016-12-31 |
| SPDR® S&P 500 ETF |
fifty-five million four hundred and nineteen thousand eight hundred and fifty-four |
1% |
four hundred and sixteen thousand six hundred and seventy |
0.80% |
2015-11-19 |
| Fidelity® Growth Company Fund |
nineteen million eight hundred and eighty-one thousand two hundred and forty-eight |
0.40% |
-249100 |
-1.20% |
2015-09-30 |
| iShares Core S&P 500 (AU) |
twenty-one million six hundred and ninety-three thousand and sixty-six |
0.40% |
twenty-nine thousand two hundred and sixty-eight |
0.10% |
2015-11-19 |
| Fidelity Spartan® 500 Index Fd |
twenty-eight million fifty-seven thousand nine hundred and sixty-seven |
0.50% |
-228525 |
-0.80% |
2015-09-30 |
| Fidelity® Contrafund ® Fund |
thirty-four million four hundred and seventy-three thousand nine hundred and thirty-four |
0.60% |
-883416 |
-2.50% |
2015-09-30 |
| PowerShares QQQ |
forty-five million seven hundred and twenty-two thousand one hundred and eleven |
0.80% |
-363420 |
-0.80% |
2015-11-19 |
| SPDR® S&P 500 ® ETF Trust |
fifty-three million two hundred and thirty-eight thousand nine hundred and eighty-seven |
1% |
-- |
-- |
2015-09-30 |
| Technology Select Sector SPDR® Fund |
seventeen million nine hundred and twenty-six thousand eight hundred and sixteen |
0.30% |
-- |
-- |
2015-11-19 |
