Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| AMERICAN MUTUAL FUND | Mar 31, 2025 | 6.6M | 894.6M | 3.2% |
| Income Fund of America | Jan 31, 2025 | 6.5M | 878.8M | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2024 | 5.8M | 795.7M | 2.8% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2024 | 5.6M | 763.2M | 2.7% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2024 | 4.0M | 544.9M | 1.9% |
| Capital Income Builder | Mar 31, 2025 | 4.0M | 543.0M | 1.9% |
| WASHINGTON MUTUAL INVESTORS FUND | Mar 31, 2025 | 3.9M | 526.8M | 1.9% |
| SELECT SECTOR SPDR TRUST-The Utilities Select Sector SPDR Fund | Feb 28, 2025 | 3.1M | 417.7M | 1.5% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2025 | 2.6M | 353.2M | 1.3% |
| SPDR S&P 500 ETF TRUST | Feb 28, 2025 | 2.6M | 348.7M | 1.2% |