Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 42.1M | 6.9B | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 33.8M | 5.5B | 2.5% |
| AMERICAN MUTUAL FUND | Dec 31, 2025 | 25.9M | 4.2B | 1.9% |
| Dodge & Cox Funds-Dodge & Cox Stock Fund | Dec 31, 2025 | 25.2M | 4.1B | 1.9% |
| WASHINGTON MUTUAL INVESTORS FUND | Dec 31, 2025 | 18.0M | 2.9B | 1.3% |
| INVESTMENT CO OF AMERICA | Dec 31, 2025 | 17.8M | 2.9B | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 17.3M | 2.8B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Jan 31, 2026 | 17.0M | 2.8B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 16.1M | 2.6B | 1.2% |
| Capital Income Builder | Dec 31, 2025 | 12.4M | 2.0B | 0.9% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.