Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 6.7M | 860.1M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Mar 31, 2026 | 5.4M | 688.2M | 2.6% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Mar 31, 2026 | 4.9M | 624.5M | 2.3% |
| SELECT SECTOR SPDR TRUST-State Street Utilities Select Sector SPDR ETF | Apr 30, 2026 | 3.5M | 449.9M | 1.7% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Mar 31, 2026 | 3.1M | 397.7M | 1.5% |
| -Victory Pioneer Fund | Mar 31, 2026 | 2.8M | 360.3M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Apr 30, 2026 | 2.7M | 350.3M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Apr 30, 2026 | 2.7M | 347.1M | 1.3% |
| PUTNAM LARGE CAP VALUE FUND | Jan 31, 2026 | 2.6M | 328.1M | 1.2% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Apr 30, 2026 | 2.5M | 324.3M | 1.2% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.