Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 1.1M | 383.7M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 1.1M | 379.1M | 3.2% |
| SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF | Aug 31, 2025 | 991.2K | 341.6M | 2.8% |
| Fidelity Magellan Fund | Sep 30, 2025 | 970.4K | 334.4M | 2.8% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 827.3K | 285.1M | 2.4% |
| AMERICAN MUTUAL FUND | Sep 30, 2025 | 670.7K | 231.1M | 1.9% |
| WASHINGTON MUTUAL INVESTORS FUND | Sep 30, 2025 | 549.5K | 189.3M | 1.6% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Sep 30, 2025 | 463.1K | 159.6M | 1.3% |
| Income Fund of America | Sep 30, 2025 | 434.0K | 149.6M | 1.2% |
| AMERICAN BALANCED FUND | Sep 30, 2025 | 427.3K | 147.2M | 1.2% |
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Holders
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