Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 6.8M | 2.7B | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Mar 31, 2026 | 5.4M | 2.2B | 2.5% |
| VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund | Jan 31, 2026 | 3.1M | 1.2B | 1.4% |
| iShares Trust-iShares Core S&P 500 ETF | Apr 30, 2026 | 2.9M | 1.2B | 1.3% |
| First Eagle Funds-First Eagle Global Fund | Jan 31, 2026 | 2.8M | 1.1B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Apr 30, 2026 | 2.8M | 1.1B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Apr 30, 2026 | 2.6M | 1.1B | 1.2% |
| VANGUARD FENWAY FUNDS-Vanguard Equity Income Fund | Mar 31, 2026 | 2.1M | 842.6M | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Mar 31, 2026 | 2.0M | 825.0M | 0.9% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Health Care Fund | Jan 31, 2026 | 1.9M | 759.4M | 0.9% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.