Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| GROWTH FUND OF AMERICA | Jun 30, 2025 | 7.7M | 1.1B | 6.5% |
| AMCAP FUND | Jun 30, 2025 | 4.1M | 564.4M | 3.5% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Jun 30, 2025 | 3.8M | 527.5M | 3.3% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2025 | 3.5M | 482.3M | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Mar 31, 2025 | 2.8M | 381.9M | 2.4% |
| AMERICAN FUNDS FUNDAMENTAL INVESTORS | Jun 30, 2025 | 2.5M | 348.6M | 2.2% |
| SMALLCAP WORLD FUND INC | Jun 30, 2025 | 1.9M | 256.5M | 1.6% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Mar 31, 2025 | 1.8M | 247.8M | 1.5% |
| AMERICAN FUNDS INSURANCE SERIES-Growth-Income Fund | Jun 30, 2025 | 1.7M | 240.4M | 1.5% |
| NEW PERSPECTIVE FUND | Jun 30, 2025 | 1.3M | 180.9M | 1.1% |