Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| AMERICAN BALANCED FUND | Sep 30, 2025 | 1.8M | 245.4M | 3.3% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 1.7M | 236.3M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 1.3M | 184.8M | 2.5% |
| AMERICAN FUNDS FUNDAMENTAL INVESTORS | Sep 30, 2025 | 1.3M | 178.0M | 2.4% |
| SmallCap World Fund Inc | Sep 30, 2025 | 1.2M | 170.1M | 2.3% |
| HARRIS ASSOCIATES INVESTMENT TRUST-Oakmark Select Fund | Sep 30, 2025 | 867K | 119.9M | 1.6% |
| -Price (T.Rowe) U.S. Large Cap Core Trust | Sep 30, 2025 | 825.5K | 114.2M | 1.5% |
| Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF | Sep 30, 2025 | 816.1K | 112.9M | 1.5% |
| T. Rowe Price U.S. Large-Cap Core Fund, Inc. | Sep 30, 2025 | 753.8K | 104.2M | 1.4% |
| Victory Portfolios-Victory Sycamore Established Value Fund | Sep 30, 2025 | 695K | 96.1M | 1.3% |
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