Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund | Apr 30, 2026 | 7.9M | 1.2B | 3.7% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 6.7M | 985.3M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Mar 31, 2026 | 5.4M | 792.3M | 2.6% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Mar 31, 2026 | 4.6M | 669.8M | 2.2% |
| iShares Trust-iShares Core S&P 500 ETF | Jun 30, 2026 | 2.9M | 428.3M | 1.4% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Jun 30, 2026 | 2.7M | 398.1M | 1.3% |
| COHEN & STEERS Inst. REALTY SHARES INC-Cohen & Steers Inst. Realty Sha | Mar 31, 2026 | 2.7M | 397.4M | 1.3% |
| First Eagle Funds-First Eagle Global Fund | Apr 30, 2026 | 2.7M | 393.0M | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jun 30, 2026 | 2.6M | 375.0M | 1.2% |
| Investment Co of America | Jun 30, 2026 | 2.5M | 372.0M | 1.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.