Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 18.4M | 65.7B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 14.8M | 52.7B | 2.5% |
| MFS SERIES TRUST I-MFS Value Fund | Nov 30, 2025 | 8.4M | 29.9B | 1.4% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 7.5M | 26.9B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 7.5M | 26.6B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 7.0M | 25.1B | 1.2% |
| GROWTH FUND OF AMERICA | Dec 31, 2025 | 6.7M | 23.8B | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Dec 31, 2025 | 5.4M | 19.2B | 0.9% |
| AMERICAN MUTUAL FUND | Jan 31, 2026 | 4.4M | 15.7B | 0.8% |
| WASHINGTON MUTUAL INVESTORS FUND | Jan 31, 2026 | 4.3M | 15.4B | 0.7% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.