Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 8.1M | 1.5B | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 6.5M | 1.2B | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 5.6M | 1.0B | 2.2% |
| WASHINGTON MUTUAL INVESTORS FUND | Jan 31, 2026 | 4.6M | 841.5M | 1.8% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 3.3M | 607.1M | 1.3% |
| T. ROWE PRICE CAPITAL APPRECIATION Fd., INC.-T. Rowe Price Capital App | Dec 31, 2025 | 3.3M | 599.1M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 3.3M | 600.4M | 1.3% |
| AMERICAN BALANCED FUND | Dec 31, 2025 | 3.2M | 591.6M | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 3.1M | 565.4M | 1.2% |
| NEW PERSPECTIVE FUND | Dec 31, 2025 | 2.6M | 474.3M | 1% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.