Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Dodge & Cox Funds-Dodge & Cox Stock Fund | Dec 31, 2025 | 42.0M | 3.0B | 3.3% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 39.9M | 2.9B | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 32.0M | 2.3B | 2.5% |
| WASHINGTON MUTUAL INVESTORS FUND | Jan 31, 2026 | 31.7M | 2.3B | 2.5% |
| Income Fund of America | Jan 31, 2026 | 23.7M | 1.7B | 1.9% |
| AMERICAN BALANCED FUND | Dec 31, 2025 | 18.5M | 1.3B | 1.5% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 16.3M | 1.2B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 16.2M | 1.2B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 15.2M | 1.1B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Dec 31, 2025 | 11.7M | 847.0M | 0.9% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.