Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 5.5M | 1.8B | 3.2% |
| -Price (T.Rowe) U.S. Value Equity Trust | Mar 31, 2026 | 4.8M | 1.6B | 2.8% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Mar 31, 2026 | 4.4M | 1.4B | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Mar 31, 2026 | 3.7M | 1.2B | 2.2% |
| T. Rowe Price Value Fund, Inc. | Mar 31, 2026 | 3.6M | 1.2B | 2.1% |
| iShares Trust-iShares Core S&P 500 ETF | Apr 30, 2026 | 2.2M | 737.0M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Apr 30, 2026 | 2.2M | 730.2M | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Apr 30, 2026 | 2.0M | 679.4M | 1.2% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Feb 28, 2026 | 1.7M | 565.7M | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Mar 31, 2026 | 1.6M | 528.0M | 0.9% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.