Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 21.0M | 2.8B | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 16.9M | 2.3B | 1.9% |
| GROWTH FUND OF AMERICA | Sep 30, 2025 | 16.9M | 2.3B | 1.9% |
| Principal Funds, Inc-MidCap Fund | Jul 31, 2025 | 9.8M | 1.3B | 1.1% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 8.7M | 1.2B | 1.0% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 8.4M | 1.1B | 0.9% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 8.1M | 1.1B | 0.9% |
| Professionally Managed Portfolios-Akre Focus Fund | Jul 31, 2025 | 7.8M | 1.0B | 0.9% |
| MFS SERIES TRUST I-MFS Value Fund | Aug 31, 2025 | 7.7M | 1.0B | 0.9% |
| WASHINGTON MUTUAL INVESTORS FUND | Sep 30, 2025 | 7.4M | 999.1M | 0.8% |
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Holders
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Ultra plan.