Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2025 | 234.9M | 107.7B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Mar 31, 2025 | 206.6M | 94.7B | 2.8% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Apr 30, 2025 | 93.4M | 42.8B | 1.3% |
| SPDR S&P 500 ETF TRUST | Apr 30, 2025 | 89.5M | 41.0B | 1.2% |
| iShares Trust-iShares Core S&P 500 ETF | Apr 30, 2025 | 88.1M | 40.4B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Mar 31, 2025 | 71.4M | 32.7B | 1.0% |
| Invesco QQQ Trust, Series 1 | Apr 30, 2025 | 61.6M | 28.2B | 0.8% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Mar 31, 2025 | 45.8M | 21.0B | 0.6% |
| GROWTH FUND OF AMERICA | Mar 31, 2025 | 34.4M | 15.8B | 0.5% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Feb 28, 2025 | 32.5M | 14.9B | 0.4% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.