Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 21.4M | 32.2B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 17.0M | 25.6B | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 14.9M | 22.3B | 2.2% |
| VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund | Jan 31, 2026 | 11.6M | 17.5B | 1.7% |
| WASHINGTON MUTUAL INVESTORS FUND | Mar 31, 2026 | 10.4M | 15.6B | 1.6% |
| PUTNAM LARGE CAP VALUE FUND | Jan 31, 2026 | 9.2M | 13.9B | 1.4% |
| iShares Trust-iShares Core S&P 500 ETF | Mar 31, 2026 | 8.6M | 13.0B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 8.6M | 12.9B | 1.3% |
| HARRIS ASSOCIATES INVESTMENT TRUST-Oakmark Fund | Dec 31, 2025 | 8.0M | 12.0B | 1.2% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Mar 31, 2026 | 7.8M | 11.7B | 1.2% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.