Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund | Oct 31, 2025 | 16.2M | 1.1B | 3.7% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 13.7M | 958.4M | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 11.0M | 769.5M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 9.5M | 664.2M | 2.2% |
| COHEN & STEERS Inst. REALTY SHARES INC-Cohen & Steers Inst. Realty Sha | Dec 31, 2025 | 6.6M | 462.9M | 1.5% |
| COHEN & STEERS REAL ESTATE SECURITIES Fd. INC-Cohen & Steers Real Esta | Dec 31, 2025 | 6.6M | 463.1M | 1.5% |
| VANGUARD FENWAY FUNDS-Vanguard Equity Income Fund | Dec 31, 2025 | 6.5M | 455.6M | 1.5% |
| COHEN & STEERS REALTY SHARES INC-Cohen & Steers Realty Shares | Dec 31, 2025 | 6.2M | 434.8M | 1.4% |
| LAZARD FUNDS INC-Lazard Global Listed Infrastructure Portfolio | Dec 31, 2025 | 5.8M | 408.7M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 5.6M | 392.7M | 1.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.