Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Jun 30, 2026 | 42.1M | 1.7B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Jun 30, 2026 | 34.4M | 1.4B | 2.6% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Jun 30, 2026 | 28.7M | 1.2B | 2.2% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2026 | 17.6M | 711.1M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2026 | 17.2M | 693.5M | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Sep 30, 2026 | 16.4M | 659.2M | 1.2% |
| AMERICAN BALANCED FUND | Sep 30, 2026 | 14.3M | 576.1M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Jun 30, 2026 | 12.6M | 508.5M | 1.0% |
| NEW PERSPECTIVE FUND | Sep 30, 2026 | 11.2M | 450.2M | 0.8% |
| Columbia Fd.s Series TRT II-Columbia Seligman Technology and Informati | Aug 31, 2026 | 10.7M | 431.7M | 0.8% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.