Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| AMERICAN BALANCED FUND | Dec 31, 2025 | 1.8M | 207.8M | 3.4% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 1.6M | 189.4M | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 1.3M | 151.8M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 1.2M | 136.6M | 2.2% |
| SmallCap World Fund Inc | Dec 31, 2025 | 1.0M | 120.3M | 2.0% |
| Victory Portfolios-Victory Sycamore Established Value Fund | Dec 31, 2025 | 1.0M | 118.3M | 1.9% |
| Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF | Jan 31, 2026 | 993.2K | 116.3M | 1.9% |
| HARRIS ASSOCIATES INVESTMENT TRUST-Oakmark Select Fund | Dec 31, 2025 | 867K | 101.5M | 1.7% |
| -Price (T.Rowe) U.S. Large Cap Core Trust | Sep 30, 2025 | 825.5K | 96.7M | 1.6% |
| T. Rowe Price Mid-Cap Growth Fund, Inc. | Dec 31, 2025 | 753K | 88.2M | 1.5% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.