Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| WASHINGTON MUTUAL INVESTORS FUND | Mar 31, 2026 | 20.0M | 2.8B | 4.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 15.4M | 2.1B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Mar 31, 2026 | 12.3M | 1.7B | 2.6% |
| iShares Trust-iShares Core S&P 500 ETF | Apr 30, 2026 | 6.3M | 860.7M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Apr 30, 2026 | 6.2M | 852.7M | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | May 31, 2026 | 5.8M | 801.9M | 1.2% |
| MFS SERIES TRUST I-MFS Value Fund | Feb 28, 2026 | 5.3M | 729.6M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Mar 31, 2026 | 4.5M | 615.4M | 0.9% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Dividend Growth Fund | Jan 31, 2026 | 4.2M | 573.9M | 0.9% |
| VANGUARD FENWAY FUNDS-Vanguard Equity Income Fund | Mar 31, 2026 | 4.1M | 561.8M | 0.9% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.