Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| GROWTH FUND OF AMERICA | Mar 31, 2025 | 6.0M | 439.2M | 4.2% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Mar 31, 2025 | 4.7M | 342.0M | 3.3% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2024 | 4.5M | 328.3M | 3.2% |
| AMERICAN FUNDS INSURANCE SERIES-Asset Allocation Fund | Mar 31, 2025 | 3.8M | 276.2M | 2.7% |
| AMCAP FUND | Mar 31, 2025 | 3.7M | 274.1M | 2.7% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2024 | 3.6M | 266.7M | 2.6% |
| SMALLCAP WORLD FUND INC | Mar 31, 2025 | 2.3M | 168.1M | 1.6% |
| AMERICAN BALANCED FUND | Mar 31, 2025 | 2.3M | 166.6M | 1.6% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2024 | 2.2M | 159.0M | 1.5% |
| INVESTMENT CO OF AMERICA | Mar 31, 2025 | 2.1M | 154.2M | 1.5% |