Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund | Oct 31, 2025 | 17.4M | 51.8B | 3.7% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 14.7M | 43.9B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 11.8M | 35.2B | 2.5% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 6.0M | 18.0B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 6.0M | 17.8B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 5.6M | 16.8B | 1.2% |
| Principal Funds, Inc-Real Estate Securities Fund | Jan 31, 2026 | 3.0M | 9.0B | 0.6% |
| VANGUARD FIXED INCOME SECURITIES Fd.S-Vanguard Real Estate II Index Fd | Jan 31, 2026 | 3.0M | 8.9B | 0.6% |
| LAZARD FUNDS INC-Lazard Global Listed Infrastructure Portfolio | Dec 31, 2025 | 2.9M | 8.7B | 0.6% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Dec 31, 2025 | 2.8M | 8.4B | 0.6% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.