Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Jun 30, 2025 | 18.9M | 25.9B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Jun 30, 2025 | 16.7M | 22.8B | 2.8% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Health Care Fund | Apr 30, 2025 | 15.8M | 21.7B | 2.7% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Jun 30, 2025 | 12.9M | 17.8B | 2.2% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Jul 31, 2025 | 7.4M | 10.2B | 1.3% |
| SPDR S&P 500 ETF TRUST | Jul 31, 2025 | 7.2M | 9.9B | 1.2% |
| iShares Trust-iShares Core S&P 500 ETF | Jul 31, 2025 | 7.0M | 9.6B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Jun 30, 2025 | 5.2M | 7.1B | 0.9% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Growth Index Fund | Jun 30, 2025 | 4.8M | 6.6B | 0.8% |
| JPMorgan Trust I-JPMorgan U.S. Equity Fund | Jun 30, 2025 | 4.1M | 5.6B | 0.7% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.