Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Price (T.Rowe) Capital Appreciation Fund | Dec 31, 2022 | 5.9M | 14.2B | 4.7% |
| Amcap Fund | Mar 31, 2023 | 5.4M | 13.1B | 4.3% |
| Vanguard Total Stock Market Index Fund | Dec 31, 2022 | 3.8M | 9.3B | 3.0% |
| Vanguard Mid-Cap Index Fund | Dec 31, 2022 | 2.9M | 7.1B | 2.3% |
| Vanguard 500 Index Fund | Dec 31, 2022 | 2.9M | 7.1B | 2.3% |
| Growth Fund Of America Inc | Mar 31, 2023 | 2.1M | 5.1B | 1.7% |
| New World Fund, Inc. | Mar 31, 2023 | 1.4M | 3.4B | 1.1% |
| JNL Series Trust-JNL/T. Rowe Price Capital Appreciation Fund | Dec 31, 2022 | 1.4M | 3.4B | 1.1% |
| Fidelity 500 Index Fund | Feb 28, 2023 | 1.4M | 3.3B | 1.1% |
| SPDR S&P 500 ETF Trust | Mar 31, 2023 | 1.4M | 3.3B | 1.1% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.