Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 16.1M | 1.3B | 2.9% |
| VANGUARD WELLINGTON FUND | Feb 28, 2026 | 14.6M | 1.1B | 2.6% |
| MFS SERIES TRUST I-MFS Value Fund | Feb 28, 2026 | 11.6M | 911.8M | 2.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 11.4M | 891.6M | 2.0% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 11.2M | 876.9M | 2.0% |
| Franklin Managed Trust-FRANKLIN RISING DIVIDENDS FUND | Dec 31, 2025 | 6.4M | 502.2M | 1.1% |
| iShares Trust-iShares Core S&P 500 ETF | Mar 31, 2026 | 5.8M | 452.6M | 1.0% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Mar 31, 2026 | 5.7M | 449.6M | 1.0% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Apr 30, 2026 | 5.4M | 419.5M | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Dec 31, 2025 | 4.7M | 370.8M | 0.8% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.