Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 640.8K | 724.7M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 514.9K | 582.4M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 444.6K | 502.9M | 2.2% |
| NEW PERSPECTIVE FUND | Mar 31, 2026 | 405.5K | 458.6M | 2% |
| T. Rowe Price Mid-Cap Growth Fund, Inc. | Dec 31, 2025 | 328.4K | 371.4M | 1.6% |
| iShares Trust-iShares Core S&P 500 ETF | Feb 28, 2026 | 260.4K | 294.5M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Dec 31, 2025 | 261.7K | 296.0M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 260.0K | 294.0M | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Mar 31, 2026 | 237.6K | 268.7M | 1.2% |
| Principal Funds, Inc-MidCap Fund | Jan 31, 2026 | 188.2K | 212.8M | 0.9% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.