Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 18.6M | 5.0B | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 15.0M | 4.0B | 2.5% |
| AMERICAN BALANCED FUND | Mar 31, 2026 | 9.9M | 2.7B | 1.7% |
| iShares Trust-iShares Core S&P 500 ETF | Mar 31, 2026 | 7.6M | 2.1B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Mar 31, 2026 | 7.6M | 2.0B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Apr 30, 2026 | 7.1M | 1.9B | 1.2% |
| WASHINGTON MUTUAL INVESTORS FUND | Mar 31, 2026 | 5.9M | 1.6B | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Dec 31, 2025 | 5.5M | 1.5B | 0.9% |
| AMERICAN MUTUAL FUND | Mar 31, 2026 | 5.0M | 1.3B | 0.8% |
| Income Fund of America | Mar 31, 2026 | 4.7M | 1.3B | 0.8% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.