Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Jun 30, 2026 | 27.9M | 358.2M | 1.9% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Jun 30, 2026 | 20.2M | 258.6M | 1.4% |
| Growth Fund of America | Jun 30, 2026 | 12.4M | 158.8M | 0.9% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Jun 30, 2026 | 11.6M | 148.8M | 0.8% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Jun 30, 2026 | 9.7M | 123.9M | 0.7% |
| AMERICAN FUNDS INSURANCE SERIES-Growth Fund | Jun 30, 2026 | 6.2M | 79.6M | 0.4% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Aug 31, 2026 | 4.7M | 60.0M | 0.3% |
| iShares Trust-iShares Russell Mid-Cap ETF | Aug 31, 2026 | 3.6M | 46.8M | 0.3% |
| Fidelity Salem Street Trust-Fidelity Mid Cap Index Fund | Aug 31, 2026 | 3.4M | 43.5M | 0.2% |
| J.P. Morgan Exchange-Traded Fund Trust-JPMorgan U.S. Tech Leaders ETF | Jun 30, 2026 | 2.9M | 37.7M | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.