Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2025 | 5.3M | 2.2B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Mar 31, 2025 | 4.6M | 2.0B | 2.8% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Mar 31, 2025 | 3.6M | 1.5B | 2.2% |
| GROWTH FUND OF AMERICA | Mar 31, 2025 | 3.2M | 1.4B | 2.0% |
| WASHINGTON MUTUAL INVESTORS FUND | Apr 30, 2025 | 2.8M | 1.2B | 1.7% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | May 31, 2025 | 2.1M | 887.8M | 1.3% |
| SPDR S&P 500 ETF TRUST | May 31, 2025 | 2.0M | 839.9M | 1.2% |
| iShares Trust-iShares Core S&P 500 ETF | May 31, 2025 | 1.9M | 814.9M | 1.2% |
| Fidelity Magellan Fund | May 31, 2025 | 1.4M | 591.9M | 0.8% |
| NEW PERSPECTIVE FUND | Mar 31, 2025 | 1.4M | 573.6M | 0.8% |