Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Apr 30, 2026 | 3.2M | 371.3M | 3.4% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 3.0M | 349.7M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 2.2M | 253.8M | 2.3% |
| SmallCap World Fund Inc | Mar 31, 2026 | 1.9M | 223.5M | 2.0% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 1.4M | 163.6M | 1.5% |
| WASHINGTON MUTUAL INVESTORS FUND | Mar 31, 2026 | 1.4M | 161.8M | 1.5% |
| GROWTH FUND OF AMERICA | Mar 31, 2026 | 1.3M | 150.5M | 1.4% |
| -Price (T.Rowe) U.S. Value Equity Trust | Dec 31, 2025 | 1.2M | 136.6M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 1.0M | 120.4M | 1.1% |
| T. Rowe Price Value Fund, Inc. | Dec 31, 2025 | 922.8K | 107.0M | 1.0% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.