Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 47.5M | 2.3B | 3.2% |
| SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF | Feb 28, 2026 | 46.1M | 2.2B | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Mar 31, 2026 | 38.0M | 1.8B | 2.5% |
| SELECT SECTOR SPDR TRUST-State Street Energy Select Sector SPDR ETF | Apr 30, 2026 | 33.9M | 1.6B | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Mar 31, 2026 | 32.3M | 1.5B | 2.2% |
| Income Fund of America | Mar 31, 2026 | 21.2M | 1.0B | 1.4% |
| First Eagle Funds-First Eagle Global Fund | Jan 31, 2026 | 20.5M | 980.9M | 1.4% |
| iShares Trust-iShares Core S&P 500 ETF | Apr 30, 2026 | 19.3M | 926.6M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Apr 30, 2026 | 19.2M | 918.0M | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Apr 30, 2026 | 17.9M | 856.7M | 1.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.