Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 53.0M | 4.3B | 3.1% |
| Dodge & Cox Funds-Dodge & Cox Stock Fund | Dec 31, 2025 | 52.2M | 4.2B | 3% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 42.1M | 3.4B | 2.4% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 21.5M | 1.7B | 1.2% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 21.3M | 1.7B | 1.2% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 20.0M | 1.6B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Dec 31, 2025 | 15.5M | 1.3B | 0.9% |
| VANGUARD CHESTER FUNDS-Vanguard PRIMECAP Fund | Dec 31, 2025 | 15.2M | 1.2B | 0.9% |
| SELECT SECTOR SPDR TRUST-State Street Financial Select Sector SPDR ETF | Jan 31, 2026 | 12.0M | 965.3M | 0.7% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Dec 31, 2025 | 9.6M | 773.4M | 0.6% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.