Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| WASHINGTON MUTUAL INVESTORS FUND | Sep 30, 2025 | 19.6M | 3.1B | 4% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 15.5M | 2.4B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 12.1M | 1.9B | 2.5% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 6.2M | 983.6M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 6.0M | 953.3M | 1.2% |
| MFS SERIES TRUST I-MFS Value Fund | Aug 31, 2025 | 5.8M | 915.1M | 1.2% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 5.8M | 915.4M | 1.2% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Dividend Growth Fund | Jul 31, 2025 | 4.7M | 742.0M | 1.0% |
| AMERICAN MUTUAL FUND | Sep 30, 2025 | 4.4M | 695.6M | 0.9% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Sep 30, 2025 | 4.4M | 697.6M | 0.9% |
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Holders
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Ultra plan.