Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| AMERICAN MUTUAL FUND | Sep 30, 2025 | 5.3M | 815.9M | 3.3% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 5.1M | 774.8M | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 4.0M | 606.7M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 3.8M | 582.7M | 2.4% |
| VANGUARD FENWAY FUNDS-Vanguard Equity Income Fund | Sep 30, 2025 | 2.7M | 414.6M | 1.7% |
| SELECT SECTOR SPDR TRUST-The Utilities Select Sector SPDR Fund | Sep 30, 2025 | 2.5M | 389.9M | 1.6% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 2.3M | 353.5M | 1.4% |
| VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund | Jul 31, 2025 | 2.2M | 338.5M | 1.4% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 2.0M | 311.3M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 2.0M | 301.7M | 1.2% |
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Holders
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Ultra plan.