Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| GROWTH FUND OF AMERICA | Mar 31, 2026 | 1.6M | 456.9M | 2.9% |
| NEW PERSPECTIVE FUND | Mar 31, 2026 | 1.4M | 385.5M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Mar 31, 2026 | 892.9K | 254.7M | 1.6% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 782.6K | 223.2M | 1.4% |
| WASHINGTON MUTUAL INVESTORS FUND | Mar 31, 2026 | 770.1K | 219.6M | 1.4% |
| Fidelity Advisor Series VIII-Fidelity Advisor Intl Capital Appreciatio | Apr 30, 2026 | 729.9K | 208.2M | 1.3% |
| BlackRock Funds-BlackRock Mid-Cap Growth Equity Portfolio | Feb 28, 2026 | 653.5K | 186.4M | 1.2% |
| SPDR SERIES TRUST-State Street SPDR S&P Aerospace & Defense ETF | Apr 30, 2026 | 624.6K | 178.1M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Mar 31, 2026 | 510.0K | 145.5M | 0.9% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Mar 31, 2026 | 479.1K | 136.7M | 0.9% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.