Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 42.2M | 38.3B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Mar 31, 2026 | 33.8M | 30.6B | 2.6% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Mar 31, 2026 | 28.7M | 26.0B | 2.2% |
| JPMorgan Trust II-JPMorgan Equity Income Fund | Mar 31, 2026 | 23.1M | 21.0B | 1.8% |
| iShares Trust-iShares Core S&P 500 ETF | Jun 30, 2026 | 18.3M | 16.6B | 1.4% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Jun 30, 2026 | 17.0M | 15.4B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jun 30, 2026 | 16.0M | 14.5B | 1.2% |
| AMERICAN BALANCED FUND | Jun 30, 2026 | 14.6M | 13.2B | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Mar 31, 2026 | 12.3M | 11.1B | 0.9% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | May 31, 2026 | 11.9M | 10.8B | 0.9% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.