Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 45.1M | 2.3B | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 36.2M | 1.8B | 2.5% |
| CAPITAL WORLD GROWTH & INCOME FUND | Mar 31, 2026 | 23.7M | 1.2B | 1.7% |
| iShares Trust-iShares Core S&P 500 ETF | Mar 31, 2026 | 18.5M | 921.7M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 18.3M | 911.7M | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Mar 31, 2026 | 16.7M | 833.5M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Dec 31, 2025 | 13.2M | 659.3M | 0.9% |
| PUTNAM LARGE CAP VALUE FUND | Jan 31, 2026 | 12.2M | 610.8M | 0.9% |
| VANGUARD WELLINGTON FUND | Feb 28, 2026 | 10.4M | 518.8M | 0.7% |
| INVESTMENT CO OF AMERICA | Mar 31, 2026 | 8.3M | 412.2M | 0.6% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.