Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 9.0M | 21.1B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Mar 31, 2026 | 7.2M | 16.9B | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Mar 31, 2026 | 6.1M | 14.4B | 2.2% |
| T. Rowe Price Mid-Cap Growth Fund, Inc. | Mar 31, 2026 | 4.3M | 10.0B | 1.5% |
| iShares Trust-iShares Core S&P 500 ETF | Apr 30, 2026 | 3.7M | 8.6B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Apr 30, 2026 | 3.6M | 8.5B | 1.3% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Health Care Fund | Jan 31, 2026 | 3.5M | 8.2B | 1.2% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Apr 30, 2026 | 3.4M | 8.0B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Mar 31, 2026 | 2.6M | 6.1B | 0.9% |
| MFS SERIES TRUST X-MFS International Intrinsic Value Fund | Feb 28, 2026 | 2.2M | 5.2B | 0.8% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.