Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 640.8K | 691.1M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 514.9K | 555.3M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 444.6K | 479.6M | 2.2% |
| NEW PERSPECTIVE FUND | Mar 31, 2026 | 405.5K | 437.3M | 2% |
| T. Rowe Price Mid-Cap Growth Fund, Inc. | Dec 31, 2025 | 328.4K | 354.2M | 1.6% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Dec 31, 2025 | 261.7K | 282.3M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Mar 31, 2026 | 261.4K | 282.0M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Mar 31, 2026 | 259.6K | 279.9M | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Mar 31, 2026 | 237.6K | 256.3M | 1.2% |
| GROWTH FUND OF AMERICA | Mar 31, 2026 | 190.9K | 205.9M | 0.9% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.