Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 1.6M | 3.9B | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 1.4M | 3.3B | 2.7% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 1.2M | 2.8B | 2.3% |
| NEW ECONOMY FUND | Dec 31, 2025 | 1.2M | 2.8B | 2.3% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Nov 30, 2025 | 980.3K | 2.3B | 1.9% |
| John Hancock Funds III-Disciplined Value Mid Cap Fund | Jan 31, 2026 | 883.6K | 2.1B | 1.7% |
| NEW PERSPECTIVE FUND | Dec 31, 2025 | 771.2K | 1.8B | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 767.9K | 1.8B | 1.5% |
| Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF | Jan 31, 2026 | 752.7K | 1.8B | 1.4% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 710.2K | 1.7B | 1.4% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.