Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund | Jan 31, 2026 | 11.1M | 1.4B | 3.8% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 9.3M | 1.2B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 7.4M | 960.6M | 2.5% |
| Principal Funds, Inc-MidCap Fund | Jan 31, 2026 | 6.9M | 902.6M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 6.5M | 841.7M | 2.2% |
| iShares Trust-iShares Core S&P 500 ETF | Mar 31, 2026 | 3.7M | 485.3M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Mar 31, 2026 | 3.7M | 482.2M | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Apr 30, 2026 | 3.5M | 449.9M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Dec 31, 2025 | 2.7M | 355.9M | 0.9% |
| SELECT SECTOR SPDR TRT-State Street Real Estate Select Sector SPDR ETF | Apr 30, 2026 | 2.3M | 305.3M | 0.8% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.