Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 12.7M | 2.7B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 9.3M | 2.0B | 2.3% |
| iShares Trust-iShares Core S&P 500 ETF | Mar 31, 2026 | 4.8M | 1.0B | 1.2% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Mar 31, 2026 | 4.7M | 1.0B | 1.2% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Mar 31, 2026 | 4.3M | 928.8M | 1.1% |
| Parnassus Income Funds-Parnassus Core Equity Fund | Mar 31, 2026 | 3.9M | 839.2M | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Dec 31, 2025 | 3.7M | 798.5M | 0.9% |
| AMERICAN MUTUAL FUND | Mar 31, 2026 | 3.4M | 737.1M | 0.9% |
| Columbia Funds Series Trust I-Columbia Dividend Income Fund | Feb 28, 2026 | 2.2M | 471.7M | 0.6% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Dec 31, 2025 | 2.1M | 458.1M | 0.5% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.