Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 707.8K | 751.7M | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 597.4K | 634.4M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 490.2K | 520.6M | 2.1% |
| AMCAP FUND | Dec 31, 2025 | 452.5K | 480.5M | 1.9% |
| GROWTH FUND OF AMERICA | Dec 31, 2025 | 446.0K | 473.7M | 1.9% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 305.1K | 324.0M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 301.7K | 320.4M | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 284.6K | 302.2M | 1.2% |
| Principal Funds, Inc-MidCap Fund | Jan 31, 2026 | 280.8K | 298.2M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Dec 31, 2025 | 273.1K | 290.0M | 1.2% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.