Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| GROWTH FUND OF AMERICA | Mar 31, 2025 | 6.8M | 612.9M | 4.3% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Apr 30, 2025 | 5.1M | 464.7M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2025 | 5.0M | 454.5M | 3.2% |
| AMERICAN FUNDS FUNDAMENTAL INVESTORS | Mar 31, 2025 | 2.9M | 260.2M | 1.8% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Mar 31, 2025 | 2.4M | 220.7M | 1.5% |
| NEW PERSPECTIVE FUND | Mar 31, 2025 | 2.0M | 181.1M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Mar 31, 2025 | 2.0M | 179.1M | 1.3% |
| AMERICAN BALANCED FUND | Mar 31, 2025 | 1.8M | 165.4M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Mar 31, 2025 | 1.7M | 154.5M | 1.1% |
| NEW ECONOMY FUND | Mar 31, 2025 | 1.7M | 152.2M | 1.1% |