Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund | Jan 31, 2026 | 3.7M | 3.7B | 3.7% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 3.1M | 3.1B | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 2.5M | 2.5B | 2.5% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 1.3M | 1.3B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 1.2M | 1.3B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 1.2M | 1.2B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Dec 31, 2025 | 1.1M | 1.1B | 1.1% |
| Principal Funds, Inc-Real Estate Securities Fund | Jan 31, 2026 | 655.5K | 659.6M | 0.7% |
| VANGUARD FIXED INCOME SECURITIES Fd.S-Vanguard Real Estate II Index Fd | Jan 31, 2026 | 642.0K | 646.0M | 0.6% |
| -Price (T.Rowe) Real Assets Trust I | Sep 30, 2025 | 628.8K | 632.7M | 0.6% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.