Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| CAPITAL WORLD GROWTH & INCOME FUND | Sep 30, 2025 | 14.8M | 844.0M | 2.2% |
| Capital Group Dividend Value ETF | Aug 31, 2025 | 10.4M | 591.2M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 9.7M | 554.4M | 1.4% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 7.6M | 434.0M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Sep 30, 2025 | 6.8M | 389.3M | 1.0% |
| AMERICAN FUNDS INSURANCE SERIES-Growth-Income Fund | Sep 30, 2025 | 5.7M | 325.6M | 0.9% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Sep 30, 2025 | 5.4M | 306.1M | 0.8% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Oct 31, 2025 | 3.9M | 222.1M | 0.6% |
| T. ROWE PRICE Eqy. INCOME Fd., INC.-T. Rowe Price Eqy. Income Fd. | Sep 30, 2025 | 3.8M | 218.2M | 0.6% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 3.8M | 216.0M | 0.6% |
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