Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 26.8M | 1.4B | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 21.5M | 1.2B | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 18.6M | 994.7M | 2.1% |
| MFS SERIES TRUST I-MFS Value Fund | Nov 30, 2025 | 16.7M | 893.6M | 1.9% |
| Dodge & Cox Funds-Dodge & Cox Stock Fund | Dec 31, 2025 | 15.8M | 846.7M | 1.8% |
| Capital Income Builder | Jan 31, 2026 | 15.5M | 827.6M | 1.8% |
| SELECT SECTOR SPDR TRUST-State Street Utilities Select Sector SPDR ETF | Mar 31, 2026 | 14.5M | 778.6M | 1.7% |
| iShares Trust-iShares Core S&P 500 ETF | Feb 28, 2026 | 10.9M | 582.6M | 1.2% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 10.9M | 581.6M | 1.2% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Mar 31, 2026 | 9.9M | 530.2M | 1.1% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.