Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| AMERICAN MUTUAL FUND | Mar 31, 2025 | 39.4M | 1.4B | 6.0% |
| T. ROWE PRICE CAPITAL APPRECIATION Fd., INC.-T. Rowe Price Capital App | Mar 31, 2025 | 30.5M | 1.1B | 4.7% |
| AMERICAN BALANCED FUND | Mar 31, 2025 | 23.3M | 828.2M | 3.6% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2025 | 20.6M | 732.8M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Mar 31, 2025 | 18.1M | 644.1M | 2.8% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Mar 31, 2025 | 14.0M | 499.1M | 2.2% |
| INVESTMENT CO OF AMERICA | Mar 31, 2025 | 12.9M | 460.4M | 2.0% |
| AMERICAN FUNDS FUNDAMENTAL INVESTORS | Mar 31, 2025 | 12.2M | 434.8M | 1.9% |
| Income Fund of America | Mar 31, 2025 | 11.6M | 412.2M | 1.8% |
| Capital Income Builder | Mar 31, 2025 | 10.1M | 358.0M | 1.5% |