Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 3.3M | 939.7M | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Mar 31, 2026 | 2.7M | 778.5M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Mar 31, 2026 | 2.2M | 639.1M | 2.1% |
| Invesco QQQ Trust, Series 1 | Apr 30, 2026 | 2.2M | 633.4M | 2.1% |
| Dodge & Cox Funds-Dodge & Cox Stock Fund | Mar 31, 2026 | 2.2M | 619.5M | 2.0% |
| iShares Trust-iShares Core S&P 500 ETF | Apr 30, 2026 | 1.4M | 396.4M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Apr 30, 2026 | 1.4M | 392.7M | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Apr 30, 2026 | 1.3M | 365.1M | 1.2% |
| Principal Funds, Inc-MidCap Fund | Jan 31, 2026 | 1.2M | 348.0M | 1.1% |
| VANGUARD FENWAY FUNDS-Vanguard Equity Income Fund | Mar 31, 2026 | 1.1M | 318.4M | 1.0% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.