Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| GROWTH FUND OF AMERICA | Sep 30, 2025 | 5.6M | 645.7M | 3.7% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 4.9M | 560.8M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 4.6M | 525.4M | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 3.5M | 395.8M | 2.3% |
| NEW ECONOMY FUND | Sep 30, 2025 | 2.7M | 305.2M | 1.8% |
| AMERICAN BALANCED FUND | Sep 30, 2025 | 2.6M | 296.3M | 1.7% |
| NEW PERSPECTIVE FUND | Sep 30, 2025 | 2.4M | 274.1M | 1.6% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 2.2M | 253.4M | 1.5% |
| WASHINGTON MUTUAL INVESTORS FUND | Sep 30, 2025 | 1.9M | 217.3M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 1.6M | 188.2M | 1.1% |
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Holders
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Ultra plan.