Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| GROWTH FUND OF AMERICA | Mar 31, 2025 | 11.3M | 5.0B | 4.4% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2025 | 8.1M | 3.6B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Mar 31, 2025 | 7.1M | 3.2B | 2.8% |
| Invesco QQQ Trust, Series 1 | Apr 30, 2025 | 5.2M | 2.3B | 2.0% |
| AMERICAN BALANCED FUND | Mar 31, 2025 | 4.9M | 2.2B | 1.9% |
| NEW PERSPECTIVE FUND | Mar 31, 2025 | 4.0M | 1.8B | 1.6% |
| INVESTMENT CO OF AMERICA | Mar 31, 2025 | 3.9M | 1.7B | 1.5% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Health Care Fund | Jan 31, 2025 | 3.2M | 1.4B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Apr 30, 2025 | 3.2M | 1.4B | 1.3% |
| CAPITAL WORLD GROWTH & INCOME FUND | Mar 31, 2025 | 3.1M | 1.4B | 1.2% |