Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Jun 30, 2026 | 38.1M | 1.4B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Jun 30, 2026 | 31.1M | 1.1B | 2.6% |
| Income Fund of America | Jun 30, 2026 | 21.4M | 761.2M | 1.8% |
| AMERICAN BALANCED FUND | Jun 30, 2026 | 20.4M | 724.9M | 1.7% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Dividend Growth Fund | Apr 30, 2026 | 16.8M | 597.8M | 1.4% |
| iShares Trust-iShares Core S&P 500 ETF | Jul 31, 2026 | 16.2M | 574.7M | 1.4% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Jul 31, 2026 | 15.5M | 550.8M | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jul 31, 2026 | 14.8M | 523.8M | 1.2% |
| WASHINGTON MUTUAL INVESTORS FUND | Jun 30, 2026 | 13.3M | 471.1M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Jun 30, 2026 | 13.0M | 461.5M | 1.1% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.