Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD WELLESLEY INCOME FUND | Mar 31, 2026 | 4.4M | 168.3M | 2.9% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 4.4M | 167.7M | 2.9% |
| Capital Income Builder | Mar 31, 2026 | 4.4M | 167.5M | 2.8% |
| VANGUARD WINDSOR FUNDS-Vanguard Windsor Fund | Jan 31, 2026 | 3.2M | 121.5M | 2.1% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Mar 31, 2026 | 3.2M | 121.7M | 2.1% |
| CAPITAL WORLD GROWTH & INCOME FUND | Mar 31, 2026 | 2.4M | 93.0M | 1.6% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Mar 31, 2026 | 2.0M | 77.5M | 1.3% |
| T. Rowe Price Mid-Cap Growth Fund, Inc. | Mar 31, 2026 | 1.5M | 57.4M | 1.0% |
| MFS SERIES TRUST XI-MFS Mid Cap Value Fund | Mar 31, 2026 | 1.4M | 54.4M | 0.9% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Mar 31, 2026 | 1.4M | 54.8M | 0.9% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.