Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| WASHINGTON MUTUAL INVESTORS FUND | Sep 30, 2025 | 2.5M | 398.6M | 7.0% |
| Income Fund of America | Sep 30, 2025 | 2.2M | 349.6M | 6.1% |
| BARON INVESTMENT Fd.S TRT -BARON GROWTH Fd. | Sep 30, 2025 | 2M | 320.0M | 5.6% |
| BARON SELECT FUNDS-Baron Partners Fund | Sep 30, 2025 | 1.5M | 241.6M | 4.2% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 1.2M | 189.6M | 3.3% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 1.2M | 187.3M | 3.3% |
| SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF | Aug 31, 2025 | 1.1M | 169.8M | 3.0% |
| Capital Income Builder | Sep 30, 2025 | 940.1K | 150.4M | 2.6% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 880.6K | 140.9M | 2.5% |
| AMERICAN BALANCED FUND | Sep 30, 2025 | 874.4K | 139.9M | 2.4% |
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Holders
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Ultra plan.