Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 12.2M | 953.3M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 9.8M | 765.4M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 8.5M | 660.5M | 2.2% |
| PUTNAM LARGE CAP VALUE FUND | Jan 31, 2026 | 6.1M | 475.1M | 1.6% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 5.0M | 390.5M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 5.0M | 386.2M | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 4.7M | 364.2M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Dec 31, 2025 | 3.6M | 279.2M | 0.9% |
| VanEck ETF Trust-VanEck Morningstar Wide Moat ETF | Feb 28, 2026 | 3.6M | 277.5M | 0.9% |
| HARTFORD MUTUAL FUNDS INC/CT-THE HARTFORD DIVIDEND AND GROWTH FUND | Jan 31, 2026 | 2.7M | 208.1M | 0.7% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.