Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund | Jan 31, 2026 | 17.0M | 1.4B | 3.6% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 14.7M | 1.2B | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 11.8M | 986.4M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 10.2M | 851.4M | 2.2% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 6.0M | 503.3M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 6.0M | 497.8M | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 5.6M | 469.4M | 1.2% |
| Principal Funds, Inc-Real Estate Securities Fund | Jan 31, 2026 | 5.4M | 445.8M | 1.1% |
| JPMorgan Trust II-JPMorgan Equity Income Fund | Dec 31, 2025 | 5.3M | 441.9M | 1.1% |
| Income Fund of America | Jan 31, 2026 | 5.0M | 415.2M | 1.1% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.