Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | Dec 31, 2024 | 7.4M | 3.2B | 3.2% |
| Vanguard 500 Index Fund | Dec 31, 2024 | 5.7M | 2.4B | 2.4% |
| Schwab Strategic Tr-Schwab U.S. Dividend Equity ETF | Nov 30, 2024 | 4.4M | 1.9B | 1.9% |
| Fidelity 500 Index Fund | Dec 31, 2024 | 2.6M | 1.1B | 1.1% |
| SPDR S&P 500 ETF Trust | Jan 31, 2025 | 2.6M | 1.1B | 1.1% |
| iShares Core S&P 500 ETF | Jan 31, 2025 | 2.5M | 1.1B | 1.1% |
| Income Fund of America Inc | Dec 31, 2024 | 2.2M | 927.9M | 0.9% |
| Vanguard Index-Value Index Fund | Dec 31, 2024 | 2.0M | 858.1M | 0.9% |
| Vanguard Specialized-Dividend Growth Fund | Oct 31, 2024 | 1.5M | 641.3M | 0.6% |
| Vanguard Institutional Index Fund-Institutional Index Fund | Dec 31, 2024 | 1.3M | 566.3M | 0.6% |