Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 2.6M | 675.3M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 2.1M | 543.5M | 2.6% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 1.8M | 469.0M | 2.2% |
| ALLSPRING FUNDS TRUST-Allspring Special Mid Cap Value Fund | Mar 31, 2026 | 1.5M | 395.4M | 1.9% |
| Victory Portfolios-Victory Sycamore Established Value Fund | Dec 31, 2025 | 1.2M | 308.0M | 1.5% |
| -Victory Pioneer Fund | Dec 31, 2025 | 1.1M | 287.8M | 1.4% |
| iShares Trust-iShares Core S&P 500 ETF | Mar 31, 2026 | 1.1M | 276.9M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Mar 31, 2026 | 1.1M | 275.2M | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Apr 30, 2026 | 995.5K | 258.8M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Dec 31, 2025 | 762.9K | 198.3M | 0.9% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.