Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 4.1M | 158.3M | 2.7% |
| Capital Income Builder | Jan 31, 2026 | 3.9M | 151.0M | 2.6% |
| VANGUARD WINDSOR FUNDS-Vanguard Windsor Fund | Jan 31, 2026 | 3.2M | 121.9M | 2.1% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 3.0M | 114.6M | 2.0% |
| INVESTMENT CO OF AMERICA | Dec 31, 2025 | 2.6M | 101.3M | 1.7% |
| CAPITAL WORLD GROWTH & INCOME FUND | Dec 31, 2025 | 2.4M | 93.4M | 1.6% |
| BlackRock Funds-BLACKROCK MID CAP GROWTH EQUITY PORTFOLIO | Nov 30, 2025 | 2.3M | 88.3M | 1.5% |
| VANGUARD WELLESLEY INCOME FUND | Dec 31, 2025 | 2.2M | 85.0M | 1.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 1.9M | 73.9M | 1.3% |
| T. Rowe Price Mid-Cap Growth Fund, Inc. | Dec 31, 2025 | 1.5M | 57.7M | 1.0% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.