Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund | Jul 31, 2025 | 12.1M | 2.2B | 3.7% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 9.7M | 1.8B | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 8.1M | 1.5B | 2.5% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 4.1M | 752.5M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 4.0M | 729.3M | 1.2% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 3.8M | 700.1M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Sep 30, 2025 | 3.4M | 624.3M | 1.1% |
| Income Fund of America | Sep 30, 2025 | 3.0M | 549.6M | 0.9% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Sep 30, 2025 | 2.8M | 507.2M | 0.9% |
| WASHINGTON MUTUAL INVESTORS FUND | Sep 30, 2025 | 2.8M | 505.0M | 0.9% |
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Holders
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Ultra plan.