Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| GROWTH FUND OF AMERICA | Dec 31, 2025 | 6.8M | 18.2B | 5.0% |
| SmallCap World Fund Inc | Dec 31, 2025 | 4.4M | 11.7B | 3.2% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Jan 31, 2026 | 4.4M | 11.6B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 4.3M | 11.4B | 3.1% |
| AMCAP FUND | Dec 31, 2025 | 3.8M | 10.2B | 2.8% |
| AMERICAN FUNDS INSURANCE SERIES-Asset Allocation Fund | Dec 31, 2025 | 3.5M | 9.3B | 2.6% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 3.1M | 8.2B | 2.3% |
| AMERICAN FUNDS INSURANCE SERIES-Growth Fund | Dec 31, 2025 | 2.1M | 5.6B | 1.5% |
| AMERICAN BALANCED FUND | Dec 31, 2025 | 2.0M | 5.3B | 1.5% |
| INVESTMENT CO OF AMERICA | Dec 31, 2025 | 1.8M | 4.7B | 1.3% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.