Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 48.9M | 7.6B | 3.1% |
| WASHINGTON MUTUAL INVESTORS FUND | Jan 31, 2026 | 45.2M | 7.1B | 2.9% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 39.3M | 6.1B | 2.5% |
| AMERICAN FUNDS FUNDAMENTAL INVESTORS | Dec 31, 2025 | 37.5M | 5.9B | 2.4% |
| AMERICAN BALANCED FUND | Dec 31, 2025 | 36.9M | 5.8B | 2.4% |
| Goldman Sachs TRT II-Goldman Sachs GQG Part. Intl Opportunities Fd. | Oct 31, 2025 | 22.8M | 3.6B | 1.5% |
| INVESTMENT CO OF AMERICA | Dec 31, 2025 | 22.8M | 3.6B | 1.5% |
| AMERICAN MUTUAL FUND | Jan 31, 2026 | 20.1M | 3.1B | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 20.0M | 3.1B | 1.3% |
| Income Fund of America | Jan 31, 2026 | 20.0M | 3.1B | 1.3% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.