Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| GROWTH FUND OF AMERICA | Sep 30, 2025 | 35.4M | 856.9M | 4.2% |
| INVESTMENT CO OF AMERICA | Sep 30, 2025 | 30.7M | 742.6M | 3.7% |
| SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF | Aug 31, 2025 | 24.4M | 590.8M | 2.9% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 24.1M | 583.2M | 2.9% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 21.0M | 508.7M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Sep 30, 2025 | 17.0M | 410.5M | 2.0% |
| Capital Group Dividend Value ETF | Aug 31, 2025 | 16.4M | 397.6M | 2.0% |
| SELECT SECTOR SPDR TRUST-The Energy Select Sector SPDR Fund | Sep 30, 2025 | 16.1M | 389.5M | 1.9% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 10.8M | 261.1M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 10.5M | 253.1M | 1.2% |
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Holders
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Ultra plan.