Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 17.0M | 2.0B | 3.2% |
| Income Fund of America | Mar 31, 2026 | 17.1M | 2.0B | 3.2% |
| SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF | Feb 28, 2026 | 16.8M | 2.0B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Mar 31, 2026 | 13.8M | 1.6B | 2.6% |
| SELECT SECTOR SPDR TRUST-State Street Energy Select Sector SPDR ETF | Apr 30, 2026 | 12.3M | 1.5B | 2.3% |
| AMERICAN BALANCED FUND | Mar 31, 2026 | 11.0M | 1.3B | 2.1% |
| WASHINGTON MUTUAL INVESTORS FUND | Mar 31, 2026 | 9.1M | 1.1B | 1.7% |
| GROWTH FUND OF AMERICA | Mar 31, 2026 | 9.1M | 1.1B | 1.7% |
| CAPITAL WORLD GROWTH & INCOME FUND | Mar 31, 2026 | 7.9M | 939.6M | 1.5% |
| iShares Trust-iShares Core S&P 500 ETF | Apr 30, 2026 | 7.0M | 834.1M | 1.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.