Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 16.2M | 1.2B | 2.9% |
| VANGUARD WELLINGTON FUND | Feb 28, 2026 | 14.6M | 1.1B | 2.6% |
| MFS SERIES TRUST I-MFS Value Fund | Feb 28, 2026 | 11.6M | 879.3M | 2.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Mar 31, 2026 | 11.4M | 862.8M | 2.0% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Mar 31, 2026 | 11.0M | 835.3M | 2.0% |
| VANGUARD FENWAY FUNDS-Vanguard Equity Income Fund | Mar 31, 2026 | 6.3M | 479.0M | 1.1% |
| Franklin Managed Trust-FRANKLIN RISING DIVIDENDS FUND | Mar 31, 2026 | 5.9M | 443.0M | 1.0% |
| iShares Trust-iShares Core S&P 500 ETF | Apr 30, 2026 | 5.8M | 439.1M | 1.0% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Apr 30, 2026 | 5.8M | 435.1M | 1.0% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Apr 30, 2026 | 5.4M | 404.5M | 1.0% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.