Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| GROWTH FUND OF AMERICA | Sep 30, 2025 | 5.6M | 654.8M | 3.7% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 4.9M | 568.8M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 4.6M | 532.9M | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 3.5M | 401.4M | 2.3% |
| NEW ECONOMY FUND | Sep 30, 2025 | 2.7M | 309.5M | 1.8% |
| AMERICAN BALANCED FUND | Sep 30, 2025 | 2.6M | 300.5M | 1.7% |
| NEW PERSPECTIVE FUND | Sep 30, 2025 | 2.4M | 278.0M | 1.6% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 2.2M | 256.9M | 1.5% |
| WASHINGTON MUTUAL INVESTORS FUND | Sep 30, 2025 | 1.9M | 220.4M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 1.6M | 190.8M | 1.1% |
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Holders
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Ultra plan.