Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Jun 30, 2026 | 42.1M | 2.9B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Jun 30, 2026 | 34.4M | 2.4B | 2.6% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Jun 30, 2026 | 28.7M | 2.0B | 2.2% |
| iShares Trust-iShares Core S&P 500 ETF | Aug 31, 2026 | 17.7M | 1.2B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Aug 31, 2026 | 17.2M | 1.2B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Aug 31, 2026 | 16.2M | 1.1B | 1.2% |
| AMERICAN BALANCED FUND | Jun 30, 2026 | 14.6M | 1.0B | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Jun 30, 2026 | 12.6M | 868.2M | 1.0% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | May 31, 2026 | 11.9M | 819.3M | 0.9% |
| NEW PERSPECTIVE FUND | Jun 30, 2026 | 11.2M | 768.7M | 0.8% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.