Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2025 | 49.1M | 8.8B | 3.2% |
| WASHINGTON MUTUAL INVESTORS FUND | Mar 31, 2025 | 43.3M | 7.8B | 2.8% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Mar 31, 2025 | 43.2M | 7.8B | 2.8% |
| AMERICAN FUNDS FUNDAMENTAL INVESTORS | Mar 31, 2025 | 35.5M | 6.4B | 2.3% |
| AMERICAN BALANCED FUND | Mar 31, 2025 | 35.3M | 6.3B | 2.3% |
| Income Fund of America | Mar 31, 2025 | 25.8M | 4.6B | 1.7% |
| Goldman Sachs TRT II-Goldman Sachs GQG Part. Intl Opportunities Fd. | Apr 30, 2025 | 21.2M | 3.8B | 1.4% |
| Capital Income Builder | Mar 31, 2025 | 20.6M | 3.7B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Apr 30, 2025 | 19.5M | 3.5B | 1.3% |
| INVESTMENT CO OF AMERICA | Mar 31, 2025 | 18.8M | 3.4B | 1.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.