Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 27.9M | 1.6B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Mar 31, 2026 | 21.7M | 1.2B | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Mar 31, 2026 | 19.0M | 1.1B | 2.2% |
| MFS SERIES TRUST I-MFS Value Fund | Feb 28, 2026 | 15.7M | 898.4M | 1.8% |
| SELECT SECTOR SPDR TRUST-State Street Utilities Select Sector SPDR ETF | Apr 30, 2026 | 14.2M | 812.0M | 1.6% |
| Dodge & Cox Funds-Dodge & Cox Stock Fund | Mar 31, 2026 | 13.8M | 788.5M | 1.6% |
| Capital Income Builder | Mar 31, 2026 | 11.1M | 637.6M | 1.3% |
| VANGUARD WELLINGTON FUND | Feb 28, 2026 | 11.1M | 632.6M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Apr 30, 2026 | 11.0M | 632.2M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Apr 30, 2026 | 10.9M | 626.4M | 1.2% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.