Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 4.7M | 17.7B | 3.2% |
| SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF | Nov 30, 2025 | 4.2M | 16.1B | 2.9% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 3.7M | 14.2B | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 3.2M | 12.3B | 2.2% |
| Income Fund of America | Jan 31, 2026 | 2.8M | 10.5B | 1.9% |
| AMERICAN BALANCED FUND | Dec 31, 2025 | 2.5M | 9.6B | 1.7% |
| AMERICAN MUTUAL FUND | Jan 31, 2026 | 2.2M | 8.5B | 1.5% |
| WASHINGTON MUTUAL INVESTORS FUND | Jan 31, 2026 | 2.2M | 8.2B | 1.5% |
| GROWTH FUND OF AMERICA | Dec 31, 2025 | 2.1M | 8.1B | 1.5% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 1.9M | 7.2B | 1.3% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.