Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Mar 31, 2025 | 5.8M | 798.8M | 2.8% |
| AMERICAN MUTUAL FUND | Jun 30, 2025 | 5.7M | 795.5M | 2.8% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2025 | 5.6M | 771.1M | 2.7% |
| Income Fund of America | Jun 30, 2025 | 4.8M | 666.2M | 2.3% |
| WASHINGTON MUTUAL INVESTORS FUND | Jun 30, 2025 | 3.9M | 536.7M | 1.9% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Mar 31, 2025 | 3.8M | 525.5M | 1.8% |
| SELECT SECTOR SPDR TRUST-The Utilities Select Sector SPDR Fund | Jun 30, 2025 | 3.1M | 434.5M | 1.5% |
| Capital Income Builder | Jun 30, 2025 | 2.8M | 389.8M | 1.4% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Jun 30, 2025 | 2.6M | 364.8M | 1.3% |
| SPDR S&P 500 ETF TRUST | Jun 30, 2025 | 2.5M | 346.3M | 1.2% |