Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| AMERICAN FUNDS FUNDAMENTAL INVESTORS | Sep 30, 2025 | 4.5M | 422.8M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 4.4M | 410.3M | 2.3% |
| NEW PERSPECTIVE FUND | Sep 30, 2025 | 3.7M | 345.9M | 1.9% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 3.5M | 321.1M | 1.8% |
| Income Fund of America | Sep 30, 2025 | 3.4M | 320.3M | 1.8% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 3.3M | 308.5M | 1.7% |
| iShares Trust-iShares Select Dividend ETF | Sep 30, 2025 | 2.9M | 272.3M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 2.1M | 197.4M | 1.1% |
| Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF | Sep 30, 2025 | 1.8M | 165.0M | 0.9% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 1.8M | 164.8M | 0.9% |
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Holders
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Ultra plan.