Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Dodge & Cox Funds-Dodge & Cox Stock Fund | Sep 30, 2025 | 26.5M | 1.8B | 4.9% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 17.1M | 1.2B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 13.4M | 922.0M | 2.5% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 6.9M | 473.2M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 6.7M | 458.6M | 1.2% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 6.4M | 440.3M | 1.2% |
| AMERICAN BALANCED FUND | Sep 30, 2025 | 6.3M | 431.3M | 1.2% |
| AMERICAN FUNDS FUNDAMENTAL INVESTORS | Sep 30, 2025 | 5.3M | 365.9M | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Sep 30, 2025 | 4.9M | 335.6M | 0.9% |
| GROWTH FUND OF AMERICA | Sep 30, 2025 | 3.9M | 267.6M | 0.7% |
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Holders
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Ultra plan.