Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 29.5M | 490.5M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Mar 31, 2026 | 21.4M | 355.8M | 1.7% |
| GROWTH FUND OF AMERICA | Mar 31, 2026 | 12.4M | 206.0M | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Mar 31, 2026 | 12.0M | 199.1M | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Mar 31, 2026 | 9.1M | 151.6M | 0.7% |
| AMERICAN FUNDS INSURANCE SERIES-Growth Fund | Mar 31, 2026 | 6.2M | 103.2M | 0.5% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Apr 30, 2026 | 4.3M | 72.2M | 0.3% |
| iShares Trust-iShares Russell Mid-Cap ETF | Apr 30, 2026 | 3.1M | 51.7M | 0.3% |
| Fidelity Salem Street Trust-Fidelity Mid Cap Index Fund | Apr 30, 2026 | 2.9M | 48.9M | 0.2% |
| J.P. Morgan Exchange-Traded Fund Trust-JPMorgan U.S. Tech Leaders ETF | Mar 31, 2026 | 2.7M | 45.6M | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.