Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| GROWTH FUND OF AMERICA | Mar 31, 2025 | 6.0M | 495.2M | 4.2% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Apr 30, 2025 | 4.6M | 382.2M | 3.3% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2025 | 4.5M | 373.5M | 3.2% |
| AMERICAN FUNDS INSURANCE SERIES-Asset Allocation Fund | Mar 31, 2025 | 3.8M | 311.4M | 2.7% |
| AMCAP FUND | Mar 31, 2025 | 3.7M | 309.0M | 2.7% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Mar 31, 2025 | 3.5M | 293.6M | 2.5% |
| SMALLCAP WORLD FUND INC | Mar 31, 2025 | 2.3M | 189.5M | 1.6% |
| AMERICAN BALANCED FUND | Mar 31, 2025 | 2.3M | 187.9M | 1.6% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Mar 31, 2025 | 2.2M | 181.6M | 1.6% |
| INVESTMENT CO OF AMERICA | Mar 31, 2025 | 2.1M | 173.9M | 1.5% |