Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 41.5M | 1.2B | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 33.3M | 927.1M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 28.7M | 800.1M | 2.2% |
| JPMorgan Trust II-JPMorgan Equity Income Fund | Dec 31, 2025 | 24.4M | 680.9M | 1.8% |
| iShares Trust-iShares Core S&P 500 ETF | Mar 31, 2026 | 17.1M | 475.9M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Mar 31, 2026 | 17.0M | 472.8M | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Apr 30, 2026 | 15.8M | 440.7M | 1.2% |
| AMERICAN BALANCED FUND | Mar 31, 2026 | 15.2M | 424.4M | 1.2% |
| Columbia Fd.s Series TRT II-Columbia Seligman Technology and Informati | Feb 28, 2026 | 12.7M | 354.1M | 1.0% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Feb 28, 2026 | 12.6M | 351.5M | 1.0% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.