Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| WASHINGTON MUTUAL INVESTORS FUND | Sep 30, 2025 | 22.7M | 1.3B | 5.3% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 12.9M | 746.6M | 3% |
| Income Fund of America | Sep 30, 2025 | 12.1M | 704.0M | 2.8% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 10.6M | 617.5M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Sep 30, 2025 | 9.1M | 526.0M | 2.1% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 5.5M | 316.9M | 1.3% |
| UNDISCOVERED MANAGERS Fd.S-Undiscovered Managers Behavioral Value Fd. | Sep 30, 2025 | 5.4M | 315.0M | 1.3% |
| iShares Trust-iShares Select Dividend ETF | Sep 30, 2025 | 5.4M | 311.6M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 5.3M | 307.2M | 1.2% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 5.1M | 297.3M | 1.2% |
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Holders
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