Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| T. ROWE PRICE CAPITAL APPRECIATION Fd., INC.-T. Rowe Price Capital App | Dec 31, 2025 | 157.2M | 1.1B | 9.5% |
| GROWTH FUND OF AMERICA | Mar 31, 2026 | 80.4M | 569.1M | 4.9% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 50.5M | 357.2M | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 36.2M | 256.4M | 2.2% |
| JNL Series Trust-JNL/T. Rowe Price Capital Appreciation Fund | Dec 31, 2025 | 35.4M | 250.6M | 2.1% |
| MORGAN STANLEY INSTITUTIONAL FUND INC-GROWTH PORTFOLIO | Dec 31, 2025 | 25.5M | 180.2M | 1.5% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Feb 28, 2026 | 24.9M | 176.1M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 23.4M | 165.4M | 1.4% |
| VANGUARD WORLD FUND-Vanguard U.S. Growth Fund | Feb 28, 2026 | 19.8M | 139.9M | 1.2% |
| Voya Investors TRT-VY(R) T. Rowe Price Capital Appreciation PORT. | Mar 31, 2026 | 16.4M | 115.8M | 1.0% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.