Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 45.1M | 2.2B | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 36.2M | 1.8B | 2.5% |
| CAPITAL WORLD GROWTH & INCOME FUND | Dec 31, 2025 | 19.8M | 963.7M | 1.4% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 18.5M | 901.3M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 18.3M | 891.3M | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 17.2M | 840.6M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Dec 31, 2025 | 13.2M | 644.5M | 0.9% |
| PUTNAM LARGE CAP VALUE FUND | Jan 31, 2026 | 12.2M | 597.2M | 0.9% |
| VANGUARD WELLINGTON FUND | Nov 30, 2025 | 12.1M | 588.4M | 0.8% |
| INVESTMENT CO OF AMERICA | Dec 31, 2025 | 8.4M | 411.5M | 0.6% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.