Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 1.9M | 1.1B | 3.1% |
| Principal Funds, Inc-MidCap Fund | Jan 31, 2026 | 1.6M | 932.0M | 2.6% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 1.5M | 899.6M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 1.3M | 776.7M | 2.2% |
| Fidelity Magellan Fund | Feb 28, 2026 | 812.5K | 480.8M | 1.4% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 776.0K | 459.2M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 767.5K | 454.1M | 1.3% |
| -Victory Pioneer Fund | Dec 31, 2025 | 729.8K | 431.8M | 1.2% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 723.3K | 428.0M | 1.2% |
| VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund | Oct 31, 2025 | 621.3K | 367.6M | 1.0% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.