Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 1.1M | 320.6M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 1.1M | 316.7M | 3.2% |
| SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF | Aug 31, 2025 | 991.2K | 285.4M | 2.8% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 827.3K | 238.2M | 2.4% |
| AMERICAN MUTUAL FUND | Sep 30, 2025 | 670.7K | 193.1M | 1.9% |
| WASHINGTON MUTUAL INVESTORS FUND | Sep 30, 2025 | 549.5K | 158.2M | 1.6% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Sep 30, 2025 | 463.1K | 133.3M | 1.3% |
| Income Fund of America | Sep 30, 2025 | 434.0K | 125.0M | 1.2% |
| AMERICAN BALANCED FUND | Sep 30, 2025 | 427.3K | 123.0M | 1.2% |
| VANGUARD WORLD FUND-Vanguard U.S. Growth Fund | Aug 31, 2025 | 383.9K | 110.5M | 1.1% |
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Holders
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