Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| WASHINGTON MUTUAL INVESTORS FUND | Jan 31, 2026 | 49.7M | 1.3B | 3.5% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 40.5M | 1.1B | 2.9% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 34.3M | 891.8M | 2.4% |
| Invesco QQQ Trust, Series 1 | Jan 31, 2026 | 29.6M | 770.4M | 2.1% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 28.1M | 731.3M | 2% |
| AMERICAN BALANCED FUND | Dec 31, 2025 | 27.2M | 707.8M | 1.9% |
| VANGUARD FENWAY FUNDS-Vanguard Equity Income Fund | Dec 31, 2025 | 24.7M | 643.0M | 1.8% |
| HARRIS ASSOCIATES INVESTMENT TRUST-Oakmark Fund | Dec 31, 2025 | 22.4M | 583.9M | 1.6% |
| Fidelity Rutland Square TRT II-Strategic Advisers Fidelity U.S. Total | Feb 28, 2026 | 20.4M | 532.1M | 1.5% |
| Income Fund of America | Jan 31, 2026 | 19.3M | 503.0M | 1.4% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.