Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2025 | 35.9M | 3.3B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Mar 31, 2025 | 31.6M | 2.9B | 2.8% |
| Invesco QQQ Trust, Series 1 | Apr 30, 2025 | 23.2M | 2.1B | 2.0% |
| GROWTH FUND OF AMERICA | Mar 31, 2025 | 17.6M | 1.6B | 1.6% |
| WASHINGTON MUTUAL INVESTORS FUND | Apr 30, 2025 | 15.1M | 1.4B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Apr 30, 2025 | 14.3M | 1.3B | 1.3% |
| SPDR S&P 500 ETF TRUST | Apr 30, 2025 | 13.7M | 1.3B | 1.2% |
| iShares Trust-iShares Core S&P 500 ETF | Apr 30, 2025 | 13.5M | 1.2B | 1.2% |
| INVESTMENT CO OF AMERICA | Mar 31, 2025 | 13.0M | 1.2B | 1.2% |
| AMERICAN BALANCED FUND | Mar 31, 2025 | 12.6M | 1.2B | 1.1% |