Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 6.3M | 1.1B | 2.0% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 5.1M | 894.1M | 1.6% |
| GROWTH FUND OF AMERICA | Mar 31, 2026 | 4.8M | 845.4M | 1.6% |
| VANGUARD WELLINGTON FUND | Feb 28, 2026 | 3.4M | 598.0M | 1.1% |
| iShares Trust-iShares Core S&P 500 ETF | Mar 31, 2026 | 2.6M | 455.7M | 0.8% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 2.6M | 451.2M | 0.8% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Mar 31, 2026 | 2.3M | 412.5M | 0.8% |
| -Price (T.Rowe) U.S. Value Equity Trust | Dec 31, 2025 | 2.2M | 395.4M | 0.7% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Dec 31, 2025 | 1.9M | 326.3M | 0.6% |
| Fidelity Magellan Fund | Feb 28, 2026 | 1.8M | 319.5M | 0.6% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.