Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 3.9M | 2.9B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 3.1M | 2.3B | 2.5% |
| MFS SERIES TRUST I-MFS Value Fund | Nov 30, 2025 | 2.1M | 1.5B | 1.7% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 1.6M | 1.2B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 1.6M | 1.2B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 1.5M | 1.1B | 1.2% |
| PUTNAM LARGE CAP VALUE FUND | Jan 31, 2026 | 1.2M | 858.7M | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Dec 31, 2025 | 1.1M | 838.3M | 0.9% |
| SELECT SECTOR SPDR TRT-State Street Health Care Select Sector SPDR ETF | Jan 31, 2026 | 901.9K | 665.6M | 0.7% |
| JPMorgan Trust II-JPMorgan Large Cap Growth Fund | Dec 31, 2025 | 855.4K | 631.3M | 0.7% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.