Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund | Jan 31, 2026 | 34.7M | 4.0B | 3.7% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 29.1M | 3.4B | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 23.4M | 2.7B | 2.5% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 12.0M | 1.4B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 11.8M | 1.4B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 11.1M | 1.3B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Dec 31, 2025 | 8.5M | 990.6M | 0.9% |
| MFS SERIES TRUST I-MFS Value Fund | Nov 30, 2025 | 8.1M | 944.0M | 0.9% |
| VANGUARD FIXED INCOME SECURITIES Fd.S-Vanguard Real Estate II Index Fd | Jan 31, 2026 | 6.1M | 708.1M | 0.6% |
| SCHWAB STRATEGIC TRUST-Schwab U.S. REIT ETF | Nov 30, 2025 | 5.7M | 667.9M | 0.6% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.