Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2025 | 226.8M | 6.3B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Mar 31, 2025 | 199.5M | 5.5B | 2.8% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Apr 30, 2025 | 90.2M | 2.5B | 1.3% |
| SPDR S&P 500 ETF TRUST | Apr 30, 2025 | 86.5M | 2.4B | 1.2% |
| iShares Trust-iShares Core S&P 500 ETF | Apr 30, 2025 | 85.0M | 2.3B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Mar 31, 2025 | 62.9M | 1.7B | 0.9% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Mar 31, 2025 | 44.3M | 1.2B | 0.6% |
| Income Fund of America | Mar 31, 2025 | 37.6M | 1.0B | 0.5% |
| SELECT SECTOR SPDR TRT-The Communication Services Select Sector SPDR F | Apr 30, 2025 | 32.4M | 893.8M | 0.5% |
| VANGUARD WHITEHALL FUNDS-Vanguard High Dividend Yield Index Fund | Jan 31, 2025 | 29.9M | 826.0M | 0.4% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.