Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Income Fund of America | Sep 30, 2025 | 17.5M | 1.5B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 17.2M | 1.5B | 3.2% |
| WASHINGTON MUTUAL INVESTORS FUND | Sep 30, 2025 | 16.9M | 1.5B | 3.1% |
| SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF | Aug 31, 2025 | 15.5M | 1.4B | 2.9% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 13.5M | 1.2B | 2.5% |
| GROWTH FUND OF AMERICA | Sep 30, 2025 | 10.4M | 912.4M | 1.9% |
| SELECT SECTOR SPDR TRUST-The Energy Select Sector SPDR Fund | Sep 30, 2025 | 10.0M | 873.4M | 1.8% |
| CAPITAL WORLD GROWTH & INCOME FUND | Sep 30, 2025 | 8.5M | 744.0M | 1.6% |
| AMERICAN BALANCED FUND | Sep 30, 2025 | 8.3M | 726.0M | 1.5% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Oct 31, 2025 | 6.9M | 604.9M | 1.3% |
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