Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| GROWTH FUND OF AMERICA | Mar 31, 2026 | 6.8M | 638.6M | 3.9% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 5.0M | 465.4M | 2.8% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 3.4M | 322.0M | 2.0% |
| EuroPacific Growth Fund-EUPAC Fund | Mar 31, 2026 | 3.3M | 310.5M | 1.9% |
| AMCAP FUND | Mar 31, 2026 | 2.2M | 202.9M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Dec 31, 2025 | 2.0M | 185.3M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 1.9M | 177.5M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Growth Index Fund | Dec 31, 2025 | 1.3M | 123.8M | 0.8% |
| MFS SERIES TRUST X-MFS International Growth Fund | Feb 28, 2026 | 1.2M | 112.9M | 0.7% |
| VANGUARD CHESTER FUNDS-Vanguard PRIMECAP Fund | Dec 31, 2025 | 1.1M | 101.1M | 0.6% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.