Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 42.6M | 136.8B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Mar 31, 2026 | 34.1M | 109.5B | 2.5% |
| Dodge & Cox Funds-Dodge & Cox Stock Fund | Mar 31, 2026 | 24.1M | 77.4B | 1.8% |
| iShares Trust-iShares Core S&P 500 ETF | Apr 30, 2026 | 17.4M | 55.7B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Apr 30, 2026 | 17.2M | 55.2B | 1.3% |
| WASHINGTON MUTUAL INVESTORS FUND | Mar 31, 2026 | 16.8M | 53.9B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | May 31, 2026 | 16.2M | 52.0B | 1.2% |
| INVESTMENT CO OF AMERICA | Mar 31, 2026 | 12.7M | 40.7B | 0.9% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Mar 31, 2026 | 12.4M | 39.9B | 0.9% |
| AMERICAN MUTUAL FUND | Mar 31, 2026 | 9.4M | 30.3B | 0.7% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.