Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| INVESTMENT CO OF AMERICA | Mar 31, 2026 | 31.7M | 2.0B | 3.8% |
| AMERICAN MUTUAL FUND | Mar 31, 2026 | 28.5M | 1.8B | 3.4% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 25.2M | 1.6B | 3.0% |
| Dodge & Cox Funds-Dodge & Cox Stock Fund | Mar 31, 2026 | 20.4M | 1.3B | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Mar 31, 2026 | 20.0M | 1.3B | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Mar 31, 2026 | 17.1M | 1.1B | 2.1% |
| Capital Group Dividend Value ETF | Feb 28, 2026 | 17.0M | 1.1B | 2.0% |
| GROWTH FUND OF AMERICA | Mar 31, 2026 | 10.4M | 653.3M | 1.3% |
| CAPITAL WORLD GROWTH & INCOME FUND | Mar 31, 2026 | 10.2M | 641.8M | 1.2% |
| iShares Trust-iShares Core S&P 500 ETF | Apr 30, 2026 | 10.2M | 641.5M | 1.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.