Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2025 | 31.4M | 1.6B | 3.3% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Mar 31, 2025 | 27.6M | 1.4B | 2.9% |
| HARRIS ASSOCIATES INVESTMENT TRUST-Oakmark Fund | Mar 31, 2025 | 14.1M | 704.7M | 1.5% |
| PUTNAM LARGE CAP VALUE FUND | Apr 30, 2025 | 13.7M | 683.2M | 1.4% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Apr 30, 2025 | 12.5M | 623.4M | 1.3% |
| SPDR S&P 500 ETF TRUST | Apr 30, 2025 | 12.0M | 597.8M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Apr 30, 2025 | 11.8M | 587.9M | 1.2% |
| GROWTH FUND OF AMERICA | Mar 31, 2025 | 11.1M | 555.5M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Mar 31, 2025 | 10.7M | 533.8M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Mar 31, 2025 | 8.7M | 435.2M | 0.9% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.