Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 16.6M | 527.3M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 13.3M | 423.2M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 11.5M | 365.3M | 2.2% |
| GROWTH FUND OF AMERICA | Dec 31, 2025 | 9.9M | 316.1M | 1.9% |
| VANGUARD WELLINGTON FUND | Nov 30, 2025 | 9.4M | 297.2M | 1.8% |
| AMERICAN MUTUAL FUND | Mar 31, 2026 | 9.0M | 284.3M | 1.7% |
| VANGUARD FENWAY FUNDS-Vanguard Equity Income Fund | Dec 31, 2025 | 6.8M | 214.8M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 6.7M | 213.6M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Feb 28, 2026 | 6.7M | 214.0M | 1.3% |
| WASHINGTON MUTUAL INVESTORS FUND | Mar 31, 2026 | 6.4M | 203.6M | 1.2% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.