Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| WASHINGTON MUTUAL INVESTORS FUND | Mar 31, 2026 | 20.0M | 3.4B | 4.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 15.4M | 2.6B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 12.4M | 2.1B | 2.6% |
| iShares Trust-iShares Core S&P 500 ETF | Feb 28, 2026 | 6.2M | 1.1B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Jan 31, 2026 | 6.2M | 1.1B | 1.3% |
| MFS SERIES TRUST I-MFS Value Fund | Nov 30, 2025 | 5.6M | 967.9M | 1.2% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Mar 31, 2026 | 5.6M | 961.0M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Dec 31, 2025 | 4.5M | 772.8M | 0.9% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Dividend Growth Fund | Jan 31, 2026 | 4.2M | 715.7M | 0.9% |
| INVESTMENT CO OF AMERICA | Mar 31, 2026 | 3.8M | 649.3M | 0.8% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.