Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | Mar 31, 2024 | 26.3M | 1.3B | 3.1% |
| Vanguard 500 Index Fund | Mar 31, 2024 | 21.1M | 1.0B | 2.5% |
| Dodge & Cox Stock Fund | Mar 31, 2024 | 16.1M | 790.3M | 1.9% |
| MFS Series Trust I-MFS Value Fund | Feb 29, 2024 | 15.9M | 782.7M | 1.9% |
| Select Sector SPDR Fund-Utilities | May 31, 2024 | 10.6M | 519.5M | 1.3% |
| Capital Income Builder, Inc. | Apr 30, 2024 | 10.3M | 506.1M | 1.2% |
| Fidelity 500 Index Fund | May 31, 2024 | 10.2M | 500.5M | 1.2% |
| SPDR S&P 500 ETF Trust | May 31, 2024 | 10.1M | 494.4M | 1.2% |
| Vanguard Mid-Cap Index Fund | Mar 31, 2024 | 9.1M | 446.6M | 1.1% |
| iShares Core S&P 500 ETF | May 31, 2024 | 8.7M | 427.5M | 1.0% |