Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| AMERICAN FUNDS FUNDAMENTAL INVESTORS | Sep 30, 2025 | 5.4M | 946.6M | 7.0% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 2.5M | 432.5M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 2.5M | 426.2M | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 1.8M | 321.4M | 2.4% |
| J.P. Morgan Mutual Fd. Investment TRT-JPMorgan Growth Advantage Fd. | Sep 30, 2025 | 1.2M | 206.4M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 1.2M | 205.7M | 1.5% |
| NEW PERSPECTIVE FUND | Sep 30, 2025 | 1.1M | 183.0M | 1.4% |
| T. Rowe Price Mid-Cap Growth Fund, Inc. | Sep 30, 2025 | 936.1K | 162.7M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 835.4K | 145.2M | 1.1% |
| Fidelity Devonshire Trust-Fidelity Equity-Income Fund | Sep 30, 2025 | 820.5K | 142.6M | 1.1% |
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Holders
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Ultra plan.