Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 6.4M | 1.8B | 3% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 5.4M | 1.5B | 2.5% |
| Dodge & Cox Funds-Dodge & Cox Stock Fund | Dec 31, 2025 | 3.7M | 1.0B | 1.7% |
| AMERICAN BALANCED FUND | Dec 31, 2025 | 3.1M | 852.8M | 1.5% |
| MFS SERIES TRUST I-MFS Value Fund | Nov 30, 2025 | 2.8M | 763.5M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 2.8M | 757.8M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 2.7M | 749.5M | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 2.6M | 706.8M | 1.2% |
| Dodge & Cox Funds-Dodge & Cox International Stock Fund | Dec 31, 2025 | 2.1M | 562.5M | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Dec 31, 2025 | 1.9M | 514.9M | 0.9% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.