Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| JANUS INVESTMENT FUND-Janus Henderson Enterprise Fund | Sep 30, 2025 | 2.7M | 92.6M | 1.2% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund | Jul 31, 2025 | 2.5M | 87.5M | 1.1% |
| Income Fund of America | Sep 30, 2025 | 2.4M | 81.8M | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 2.2M | 75.7M | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 1.6M | 55.9M | 0.7% |
| VANGUARD WORLD FUND-Vanguard U.S. Growth Fund | Aug 31, 2025 | 1.4M | 48.6M | 0.6% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Sep 30, 2025 | 907.5K | 31.2M | 0.4% |
| Capital Income Builder | Sep 30, 2025 | 757.6K | 26.0M | 0.3% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 612.7K | 21.1M | 0.3% |
| -Price (T.Rowe) Real Assets Trust I | Sep 30, 2025 | 460.4K | 15.8M | 0.2% |
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