Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 28.9M | 575.2M | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 20.8M | 413.9M | 1.7% |
| GROWTH FUND OF AMERICA | Dec 31, 2025 | 11.9M | 236.0M | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Dec 31, 2025 | 11.7M | 233.4M | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 8.7M | 173.0M | 0.7% |
| AMERICAN FUNDS INSURANCE SERIES-Growth Fund | Dec 31, 2025 | 6.1M | 120.8M | 0.5% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Feb 28, 2026 | 4.3M | 84.6M | 0.3% |
| iShares Trust-iShares Russell Mid-Cap ETF | Jan 31, 2026 | 2.9M | 57.9M | 0.2% |
| Fidelity Salem Street Trust-Fidelity Mid Cap Index Fund | Feb 28, 2026 | 2.9M | 57.1M | 0.2% |
| VANGUARD WORLD FUND-Vanguard U.S. Growth Fund | Nov 30, 2025 | 2.6M | 51.1M | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.