Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| AMERICAN MUTUAL FUND | Jan 31, 2026 | 38.4M | 1.4B | 5.9% |
| T. ROWE PRICE CAPITAL APPRECIATION Fd., INC.-T. Rowe Price Capital App | Dec 31, 2025 | 35.5M | 1.3B | 5.4% |
| AMERICAN BALANCED FUND | Dec 31, 2025 | 23.3M | 843.1M | 3.6% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 20.5M | 740.6M | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 16.5M | 595.9M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 14.2M | 514.4M | 2.2% |
| AMERICAN FUNDS FUNDAMENTAL INVESTORS | Dec 31, 2025 | 12.2M | 442.6M | 1.9% |
| SELECT SECTOR SPDR TRUST-State Street Utilities Select Sector SPDR ETF | Jan 31, 2026 | 10.8M | 389.4M | 1.6% |
| INVESTMENT CO OF AMERICA | Dec 31, 2025 | 9.6M | 347.2M | 1.5% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 8.4M | 304.1M | 1.3% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.