Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 19.6M | 1.2B | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 13.5M | 813.9M | 2.0% |
| GROWTH FUND OF AMERICA | Dec 31, 2025 | 13.2M | 793.3M | 2.0% |
| AMERICAN FUNDS FUNDAMENTAL INVESTORS | Dec 31, 2025 | 8.5M | 508.2M | 1.3% |
| JPMorgan Trust II-JPMorgan Large Cap Growth Fund | Dec 31, 2025 | 7.9M | 476.0M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Dec 31, 2025 | 7.2M | 432.8M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 7.1M | 424.2M | 1.1% |
| NEW PERSPECTIVE FUND | Dec 31, 2025 | 6.6M | 399.7M | 1% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Growth Index Fund | Dec 31, 2025 | 5.2M | 312.8M | 0.8% |
| AMERICAN BALANCED FUND | Dec 31, 2025 | 4.6M | 278.8M | 0.7% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.