Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2025 | 108.7M | 7.8B | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Mar 31, 2025 | 107.6M | 7.7B | 2.5% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Apr 30, 2025 | 48.6M | 3.5B | 1.1% |
| SPDR S&P 500 ETF TRUST | Apr 30, 2025 | 46.6M | 3.4B | 1.1% |
| iShares Trust-iShares Core S&P 500 ETF | Apr 30, 2025 | 45.9M | 3.3B | 1.1% |
| SCHWAB STRATEGIC TRUST-Schwab U.S. Dividend Equity ETF | Feb 28, 2025 | 45.6M | 3.3B | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Mar 31, 2025 | 30.2M | 2.2B | 0.7% |
| JPMorgan Trust II-JPMorgan Large Cap Growth Fund | Mar 31, 2025 | 24.1M | 1.7B | 0.6% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Mar 31, 2025 | 23.9M | 1.7B | 0.6% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Dividend Appreciation Index Fund | Jan 31, 2025 | 21.3M | 1.5B | 0.5% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.