Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares MSCI USA Quality Factor ETF | Sep 30, 2025 | 13.7M | 420.6M | 0 |
| AMERICAN BALANCED FUND | Sep 30, 2025 | 20.2M | 621.1M | 0 |
| AMERICAN FUNDS FUNDAMENTAL INVESTORS | Sep 30, 2025 | 22.4M | 686.3M | 0 |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 33.1M | 1.0B | 0 |
| GROWTH FUND OF AMERICA | Sep 30, 2025 | 28.4M | 871.5M | 0 |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 15.8M | 484.5M | 0 |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Oct 31, 2025 | 16.9M | 519.3M | 0 |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Sep 30, 2025 | 16.7M | 511.2M | 0 |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 16.5M | 504.8M | 0 |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 42.2M | 1.3B | 0 |
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Holders
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Ultra plan.