Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| GROWTH FUND OF AMERICA | Sep 30, 2025 | 6.7M | 722.9M | 4.9% |
| SmallCap World Fund Inc | Sep 30, 2025 | 4.6M | 498.8M | 3.4% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 4.4M | 477.8M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 4.3M | 471.7M | 3.2% |
| AMERICAN FUNDS INSURANCE SERIES-Asset Allocation Fund | Sep 30, 2025 | 4.2M | 453.1M | 3.1% |
| AMCAP FUND | Sep 30, 2025 | 3.6M | 394.3M | 2.7% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 3.3M | 355.0M | 2.4% |
| AMERICAN FUNDS INSURANCE SERIES-Growth Fund | Sep 30, 2025 | 2.1M | 226.7M | 1.5% |
| AMERICAN BALANCED FUND | Sep 30, 2025 | 2.0M | 216.7M | 1.5% |
| SPDR SERIES TRUST-SPDR(R) S&P(R) Aerospace & Defense ETF | Sep 30, 2025 | 1.8M | 200.3M | 1.4% |
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