Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Income Fund of America | Sep 30, 2025 | 14.4M | 841.7M | 4% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 8.3M | 484.8M | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 8.0M | 465.6M | 2.2% |
| HARRIS ASSOCIATES INVESTMENT TRUST-Oakmark Fund | Sep 30, 2025 | 6.7M | 390.2M | 1.9% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 6.0M | 350.2M | 1.7% |
| John Hancock Funds III-Disciplined Value Mid Cap Fund | Sep 30, 2025 | 4.7M | 274.5M | 1.3% |
| WASHINGTON MUTUAL INVESTORS FUND | Sep 30, 2025 | 4.7M | 273.9M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 3.8M | 224.1M | 1.1% |
| BLACKROCK EQUITY DIVIDEND FUND | Jul 31, 2025 | 3.7M | 218.6M | 1.0% |
| MFS Series Trust IV-MFS Mid Cap Growth Fund | Aug 31, 2025 | 3.5M | 206.7M | 1.0% |
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