Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 12.3M | 2.2B | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 9.9M | 1.8B | 2.5% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 5.0M | 898.3M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 5.0M | 888.3M | 1.2% |
| MFS SERIES TRUST I-MFS Value Fund | Nov 30, 2025 | 4.9M | 867.9M | 1.2% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 4.7M | 837.8M | 1.2% |
| AMERICAN MUTUAL FUND | Jan 31, 2026 | 4.2M | 750.5M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Dec 31, 2025 | 3.6M | 642.4M | 0.9% |
| Capital Income Builder | Jan 31, 2026 | 3.5M | 621.2M | 0.9% |
| PUTNAM LARGE CAP VALUE FUND | Jan 31, 2026 | 3.1M | 543.9M | 0.8% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.