Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| AMERICAN BALANCED FUND | Jun 30, 2026 | 30.2M | 241.6M | 4.4% |
| Growth Fund of America | Jun 30, 2026 | 26.7M | 214.0M | 3.9% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Jun 30, 2026 | 20.4M | 163.1M | 3.0% |
| Capital Income Builder | Jul 31, 2026 | 19.1M | 153.0M | 2.8% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Jun 30, 2026 | 14.7M | 117.8M | 2.2% |
| Fidelity Securities Fund-Fidelity Dividend Growth Fund | Aug 31, 2026 | 11.1M | 88.7M | 1.6% |
| Investment Co of America | Jun 30, 2026 | 11.0M | 87.6M | 1.6% |
| Fidelity Rutland Square TRT II-Strategic Advisers Fidelity U.S. Total | Aug 31, 2026 | 10.1M | 80.5M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Jun 30, 2026 | 8.5M | 67.9M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Jun 30, 2026 | 7.4M | 58.8M | 1.1% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.