Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| GROWTH FUND OF AMERICA | Mar 31, 2026 | 7.0M | 264.2M | 3.9% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund | Jan 31, 2026 | 6.2M | 233.9M | 3.5% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 5.1M | 192.9M | 2.8% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 3.8M | 142.6M | 2.1% |
| NEW ECONOMY FUND | Mar 31, 2026 | 2.2M | 81.0M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Dec 31, 2025 | 2.1M | 80.2M | 1.2% |
| AMERICAN FUNDS INSURANCE SERIES-Growth Fund | Mar 31, 2026 | 2.1M | 78.9M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 1.9M | 71.1M | 1.1% |
| Capital Group Growth ETF | Feb 28, 2026 | 1.3M | 47.9M | 0.7% |
| VANGUARD FIXED INCOME SECURITIES Fd.S-Vanguard Real Estate II Index Fd | Jan 31, 2026 | 1.1M | 40.4M | 0.6% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.