Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 40.6M | 1.2B | 2.9% |
| WASHINGTON MUTUAL INVESTORS FUND | Sep 30, 2025 | 39.3M | 1.1B | 2.8% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 33.5M | 973.3M | 2.4% |
| AMERICAN BALANCED FUND | Sep 30, 2025 | 32.5M | 945.0M | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Sep 30, 2025 | 28.5M | 829.0M | 2.0% |
| Invesco QQQ Trust, Series 1 | Sep 30, 2025 | 28.1M | 816.1M | 2% |
| HARRIS ASSOCIATES INVESTMENT TRUST-Oakmark Fund | Sep 30, 2025 | 21.6M | 628.2M | 1.5% |
| Income Fund of America | Sep 30, 2025 | 17.2M | 499.0M | 1.2% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Oct 31, 2025 | 17.1M | 497.9M | 1.2% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 16.7M | 484.2M | 1.2% |
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