Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| AMERICAN HIGH INCOME TRUST | Dec 31, 2025 | 5.8M | 372.8M | 16.4% |
| Income Fund of America | Jan 31, 2026 | 4.5M | 291.6M | 12.9% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 741.8K | 47.8M | 2.1% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 602.8K | 38.9M | 1.7% |
| AMERICAN FUNDS INSURANCE SERIES-Asset Allocation Fund | Dec 31, 2025 | 532.9K | 34.4M | 1.5% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Jan 31, 2026 | 516.9K | 33.3M | 1.5% |
| ALLSPRING FUNDS TRUST-Allspring Special Small Cap Value Fund | Jan 31, 2026 | 491.6K | 31.7M | 1.4% |
| American Funds Multi-Sector Income Fund | Dec 31, 2025 | 419.1K | 27.0M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 386.0K | 24.9M | 1.1% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Nov 30, 2025 | 358.7K | 23.1M | 1.0% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.