Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 26.8M | 1.5B | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 21.5M | 1.2B | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 18.6M | 1.0B | 2.1% |
| MFS SERIES TRUST I-MFS Value Fund | Nov 30, 2025 | 16.7M | 904.6M | 1.9% |
| Dodge & Cox Funds-Dodge & Cox Stock Fund | Dec 31, 2025 | 15.8M | 857.1M | 1.8% |
| Capital Income Builder | Jan 31, 2026 | 15.5M | 837.8M | 1.8% |
| AMERICAN MUTUAL FUND | Jan 31, 2026 | 14.2M | 767.1M | 1.6% |
| SELECT SECTOR SPDR TRUST-State Street Utilities Select Sector SPDR ETF | Jan 31, 2026 | 14.1M | 762.3M | 1.6% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 11.0M | 595.4M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 10.9M | 588.8M | 1.2% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.