Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Jun 30, 2025 | 6.0M | 700.9M | 2.9% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Jun 30, 2025 | 5.9M | 689.2M | 2.8% |
| AMERICAN MUTUAL FUND | Jun 30, 2025 | 5.7M | 670.8M | 2.8% |
| Income Fund of America | Jun 30, 2025 | 4.8M | 561.8M | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Jun 30, 2025 | 4.1M | 482.3M | 2.0% |
| WASHINGTON MUTUAL INVESTORS FUND | Jun 30, 2025 | 3.9M | 452.6M | 1.9% |
| SELECT SECTOR SPDR TRUST-The Utilities Select Sector SPDR Fund | Jul 31, 2025 | 3.3M | 385.9M | 1.6% |
| Capital Income Builder | Jun 30, 2025 | 2.8M | 328.7M | 1.4% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Jul 31, 2025 | 2.6M | 307.8M | 1.3% |
| SPDR S&P 500 ETF TRUST | Jul 31, 2025 | 2.5M | 296.7M | 1.2% |