Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 4.7M | 892.5M | 3.2% |
| SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF | Feb 28, 2026 | 4.6M | 874.3M | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 3.7M | 714.1M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 3.2M | 616.4M | 2.2% |
| Income Fund of America | Mar 31, 2026 | 2.8M | 525.6M | 1.9% |
| AMERICAN MUTUAL FUND | Mar 31, 2026 | 2.2M | 425.9M | 1.5% |
| iShares Trust-iShares Core S&P 500 ETF | Mar 31, 2026 | 1.9M | 363.9M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Mar 31, 2026 | 1.9M | 361.7M | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Apr 30, 2026 | 1.8M | 338.0M | 1.2% |
| Fidelity Contrafund | Mar 31, 2026 | 1.4M | 273.1M | 1.0% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.