Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2025 | 54.8M | 7.3B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Mar 31, 2025 | 48.2M | 6.4B | 2.8% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Apr 30, 2025 | 21.8M | 2.9B | 1.3% |
| SPDR S&P 500 ETF TRUST | Apr 30, 2025 | 20.9M | 2.8B | 1.2% |
| iShares Trust-iShares Core S&P 500 ETF | Apr 30, 2025 | 20.5M | 2.7B | 1.2% |
| WASHINGTON MUTUAL INVESTORS FUND | Mar 31, 2025 | 20.6M | 2.7B | 1.2% |
| INVESTMENT CO OF AMERICA | Mar 31, 2025 | 17.8M | 2.4B | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Mar 31, 2025 | 15.2M | 2.0B | 0.9% |
| AMERICAN MUTUAL FUND | Mar 31, 2025 | 13.7M | 1.8B | 0.8% |
| CAPITAL WORLD GROWTH & INCOME FUND | Mar 31, 2025 | 12.8M | 1.7B | 0.7% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.