Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 21.0M | 2.1B | 2.4% |
| GROWTH FUND OF AMERICA | Mar 31, 2026 | 20.1M | 2.0B | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 17.3M | 1.7B | 1.9% |
| WASHINGTON MUTUAL INVESTORS FUND | Mar 31, 2026 | 9.9M | 987.1M | 1.1% |
| Principal Funds, Inc-MidCap Fund | Jan 31, 2026 | 9.8M | 973.6M | 1.1% |
| iShares Trust-iShares Core S&P 500 ETF | Mar 31, 2026 | 8.8M | 876.3M | 1.0% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 8.7M | 867.5M | 1.0% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Mar 31, 2026 | 8.0M | 793.1M | 0.9% |
| AMERICAN FUNDS FUNDAMENTAL INVESTORS | Mar 31, 2026 | 7.6M | 755.3M | 0.9% |
| MFS SERIES TRUST I-MFS Value Fund | Feb 28, 2026 | 7.0M | 699.8M | 0.8% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.