Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| AMERICAN BALANCED FUND | Sep 30, 2025 | 20.1M | 1.4B | 5.6% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 11.7M | 823.7M | 3.3% |
| Income Fund of America | Sep 30, 2025 | 11.1M | 780.5M | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 9.2M | 646.4M | 2.6% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Sep 30, 2025 | 8.2M | 579.6M | 2.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Oct 31, 2025 | 4.7M | 330.7M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 4.6M | 321.6M | 1.3% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 4.4M | 308.3M | 1.2% |
| AMERICAN FUNDS FUNDAMENTAL INVESTORS | Sep 30, 2025 | 4.2M | 294.3M | 1.2% |
| First TRT Exch-Trd Fd. VI-First TRT Rising Dividend Achievers ETF | Sep 30, 2025 | 3.6M | 254.8M | 1% |
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