Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 7.2M | 1.6B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 5.8M | 1.3B | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 5.0M | 1.1B | 2.2% |
| -Price (T.Rowe) U.S. Value Equity Trust | Sep 30, 2025 | 3.5M | 768.5M | 1.5% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 3.0M | 647.7M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 2.9M | 640.5M | 1.3% |
| T. Rowe Price Value Fund, Inc. | Dec 31, 2025 | 2.9M | 624.1M | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 2.8M | 604.0M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Dec 31, 2025 | 2.1M | 463.2M | 0.9% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Dividend Growth Fund | Jan 31, 2026 | 2.0M | 429.7M | 0.9% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.