Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| GROWTH FUND OF AMERICA | Jun 30, 2025 | 16.2M | 1.3B | 4.1% |
| AMERICAN BALANCED FUND | Jun 30, 2025 | 13.1M | 1.0B | 3.3% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Jun 30, 2025 | 13.0M | 1.0B | 3.3% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Jun 30, 2025 | 11.5M | 886.1M | 2.9% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Jun 30, 2025 | 8.9M | 689.1M | 2.2% |
| INVESTMENT CO OF AMERICA | Jun 30, 2025 | 7.9M | 608.5M | 2.0% |
| AMCAP FUND | Jun 30, 2025 | 7.8M | 605.5M | 2.0% |
| AMERICAN FUNDS FUNDAMENTAL INVESTORS | Jun 30, 2025 | 7.8M | 604.3M | 2.0% |
| WASHINGTON MUTUAL INVESTORS FUND | Jun 30, 2025 | 7.7M | 593.0M | 1.9% |
| NEW PERSPECTIVE FUND | Jun 30, 2025 | 5.3M | 411.6M | 1.3% |