Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| WASHINGTON MUTUAL INVESTORS FUND | Sep 30, 2025 | 4.7M | 569.2M | 2.7% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 4.4M | 539.6M | 2.6% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 3.5M | 427.4M | 2.0% |
| VANGUARD FENWAY FUNDS-Vanguard Equity Income Fund | Sep 30, 2025 | 3.3M | 404.4M | 1.9% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Sep 30, 2025 | 3.1M | 378.5M | 1.8% |
| AMERICAN BALANCED FUND | Sep 30, 2025 | 2.9M | 353.5M | 1.7% |
| VanEck ETF Trust-VanEck Morningstar Wide Moat ETF | Oct 31, 2025 | 1.9M | 236.0M | 1.1% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Oct 31, 2025 | 1.8M | 218.7M | 1.0% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 1.8M | 212.7M | 1.0% |
| VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund | Jul 31, 2025 | 1.7M | 207.1M | 1.0% |
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Holders
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Ultra plan.