Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| INVESTMENT CO OF AMERICA | Sep 30, 2025 | 32.2M | 1.4B | 3.8% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 25.5M | 1.1B | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 19.7M | 878.4M | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Sep 30, 2025 | 17.9M | 795.8M | 2.1% |
| NEW PERSPECTIVE FUND | Sep 30, 2025 | 16.2M | 722.4M | 1.9% |
| GROWTH FUND OF AMERICA | Sep 30, 2025 | 14.2M | 632.3M | 1.7% |
| AMERICAN FUNDS FUNDAMENTAL INVESTORS | Sep 30, 2025 | 12.6M | 562.2M | 1.5% |
| AMERICAN MUTUAL FUND | Sep 30, 2025 | 12.0M | 534.3M | 1.4% |
| AMERICAN BALANCED FUND | Sep 30, 2025 | 11.6M | 515.5M | 1.4% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Oct 31, 2025 | 10.1M | 449.3M | 1.2% |
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Holders
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Ultra plan.