Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2025 | 1.8M | 275.0M | 3.2% |
| AMERICAN FUNDS FUNDAMENTAL INVESTORS | Jun 30, 2025 | 1.7M | 271.8M | 3.2% |
| SMALLCAP WORLD FUND INC | Jun 30, 2025 | 1.7M | 264.2M | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Mar 31, 2025 | 1.5M | 241.9M | 2.8% |
| GROWTH FUND OF AMERICA | Jun 30, 2025 | 1.3M | 206.5M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Mar 31, 2025 | 1.1M | 177.3M | 2.1% |
| AMERICAN BALANCED FUND | Jun 30, 2025 | 1.1M | 175.6M | 2.1% |
| CAPITAL WORLD GROWTH & INCOME FUND | Jun 30, 2025 | 1.0M | 159.7M | 1.9% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Health Care Fund | Apr 30, 2025 | 873.7K | 137.1M | 1.6% |
| AMCAP FUND | Jun 30, 2025 | 741.5K | 116.3M | 1.4% |