Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2025 | 49.1M | 8.8B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Mar 31, 2025 | 43.2M | 7.8B | 2.8% |
| WASHINGTON MUTUAL INVESTORS FUND | Apr 30, 2025 | 43.1M | 7.8B | 2.8% |
| AMERICAN FUNDS FUNDAMENTAL INVESTORS | Mar 31, 2025 | 35.5M | 6.4B | 2.3% |
| AMERICAN BALANCED FUND | Mar 31, 2025 | 35.3M | 6.3B | 2.3% |
| Income Fund of America | Apr 30, 2025 | 25.2M | 4.5B | 1.6% |
| Goldman Sachs TRT II-Goldman Sachs GQG Part. Intl Opportunities Fd. | Apr 30, 2025 | 21.2M | 3.8B | 1.4% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | May 31, 2025 | 19.6M | 3.5B | 1.3% |
| INVESTMENT CO OF AMERICA | Mar 31, 2025 | 18.8M | 3.4B | 1.2% |
| SPDR S&P 500 ETF TRUST | May 31, 2025 | 18.6M | 3.3B | 1.2% |