Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Dodge & Cox Funds-Dodge & Cox Stock Fund | Dec 31, 2025 | 38.2M | 2.4B | 5.9% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 17.6M | 1.1B | 2.7% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 14.0M | 880.3M | 2.1% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 12.2M | 768.6M | 1.9% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 7.1M | 449.1M | 1.1% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 7.0M | 444.2M | 1.1% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Feb 28, 2026 | 6.5M | 411.1M | 1% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Dec 31, 2025 | 5.2M | 325.0M | 0.8% |
| VANGUARD WINDSOR FUNDS-Vanguard Windsor Fund | Jan 31, 2026 | 4.3M | 273.8M | 0.7% |
| T. ROWE PRICE Eqy. INCOME Fd., INC.-T. Rowe Price Eqy. Income Fd. | Dec 31, 2025 | 4.3M | 270.2M | 0.7% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.