Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 16.5M | 546.2M | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 13.2M | 437.2M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 11.8M | 393.1M | 2.3% |
| Capital Income Builder | Jan 31, 2026 | 10.9M | 361.0M | 2.1% |
| Income Fund of America | Jan 31, 2026 | 10.5M | 347.7M | 2% |
| College Retirement Equities Fd.-College Retirement Equities Fd. - Tota | Dec 31, 2025 | 10.3M | 342.4M | 2.0% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 7.6M | 253.7M | 1.5% |
| CAUSEWAY CAPITAL MANAGEMENT TRUST-CAUSEWAY INTERNATIONAL VALUE FUND | Dec 31, 2025 | 6.9M | 227.7M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 6.7M | 223.1M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 6.6M | 220.6M | 1.3% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.