Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 5.6M | 723.9M | 2.7% |
| Income Fund of America | Sep 30, 2025 | 5.2M | 672.6M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 5.1M | 667.7M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Sep 30, 2025 | 3.9M | 508.7M | 1.9% |
| WASHINGTON MUTUAL INVESTORS FUND | Sep 30, 2025 | 3.9M | 504.4M | 1.9% |
| T. ROWE PRICE CAPITAL APPRECIATION Fd., INC.-T. Rowe Price Capital App | Sep 30, 2025 | 3.8M | 491.8M | 1.8% |
| AMERICAN MUTUAL FUND | Sep 30, 2025 | 3.5M | 453.4M | 1.7% |
| SELECT SECTOR SPDR TRUST-The Utilities Select Sector SPDR Fund | Sep 30, 2025 | 3.3M | 429.3M | 1.6% |
| Capital Income Builder | Sep 30, 2025 | 2.8M | 366.3M | 1.4% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 2.6M | 342.7M | 1.3% |
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