Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 1.7M | 14.7B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 1.3M | 11.7B | 2.5% |
| VANGUARD WELLINGTON FUND | Nov 30, 2025 | 1.1M | 9.2B | 2.0% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 683.9K | 6.0B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 676.3K | 5.9B | 1.3% |
| HARTFORD MUTUAL FUNDS INC/CT-THE HARTFORD DIVIDEND AND GROWTH FUND | Jan 31, 2026 | 630.1K | 5.5B | 1.2% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Feb 28, 2026 | 623.0K | 5.5B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 603.0K | 5.3B | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 578.1K | 5.1B | 1.1% |
| MFS Massachusetts Investors Growth Stock Fd.-Massachusetts Investors G | Nov 30, 2025 | 574.3K | 5.0B | 1.1% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.