Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 1.9M | 993.2M | 3.1% |
| Principal Funds, Inc-MidCap Fund | Jan 31, 2026 | 1.6M | 826.9M | 2.6% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 1.5M | 798.1M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 1.3M | 689.1M | 2.2% |
| Fidelity Magellan Fund | Feb 28, 2026 | 812.5K | 426.6M | 1.4% |
| iShares Trust-iShares Core S&P 500 ETF | Feb 28, 2026 | 768.8K | 403.6M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 767.5K | 402.9M | 1.3% |
| -Victory Pioneer Fund | Dec 31, 2025 | 729.8K | 383.1M | 1.2% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Feb 28, 2026 | 710.0K | 372.7M | 1.2% |
| VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund | Jan 31, 2026 | 621.3K | 326.2M | 1.0% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.