Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 6.5M | 395.6M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 5.2M | 320.0M | 2.6% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 4.7M | 288.0M | 2.3% |
| HARRIS ASSOCIATES INVESTMENT TRUST-Oakmark Fund | Dec 31, 2025 | 4.6M | 279.6M | 2.3% |
| VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund | Jan 31, 2026 | 3.5M | 215.1M | 1.7% |
| HARTFORD MUTUAL FUNDS INC/CT-THE HARTFORD DIVIDEND AND GROWTH FUND | Jan 31, 2026 | 3.4M | 206.0M | 1.7% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 3.0M | 185.7M | 1.5% |
| John Hancock Funds III-Disciplined Value Mid Cap Fund | Jan 31, 2026 | 3.0M | 181.5M | 1.5% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 2.7M | 163.1M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 2.6M | 161.5M | 1.3% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.