Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| AMERICAN BALANCED FUND | Jun 30, 2026 | 30.2M | 363.0M | 4.4% |
| Growth Fund of America | Jun 30, 2026 | 26.7M | 321.5M | 3.9% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 21.2M | 254.3M | 3.1% |
| Capital Income Builder | Jun 30, 2026 | 19.1M | 229.9M | 2.8% |
| Fidelity Securities Fund-Fidelity Dividend Growth Fund | Jun 30, 2026 | 11.1M | 133.3M | 1.6% |
| Investment Co of America | Jun 30, 2026 | 11.0M | 131.7M | 1.6% |
| Fidelity Rutland Square TRT II-Strategic Advisers Fidelity U.S. Total | Jun 30, 2026 | 9.6M | 115.9M | 1.4% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Mar 31, 2026 | 9.1M | 109.3M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Mar 31, 2026 | 7.7M | 92.3M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Mar 31, 2026 | 7.2M | 86.5M | 1.1% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.