Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| AMERICAN FUNDS FUNDAMENTAL INVESTORS | Jun 30, 2025 | 30.9M | 580.1M | 4.8% |
| AMERICAN BALANCED FUND | Jun 30, 2025 | 30.3M | 567.2M | 4.7% |
| GROWTH FUND OF AMERICA | Jun 30, 2025 | 25.8M | 483.9M | 4.0% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Jun 30, 2025 | 20.1M | 376.8M | 3.1% |
| CAPITAL WORLD GROWTH & INCOME FUND | Jun 30, 2025 | 15.7M | 295.3M | 2.4% |
| INVESTMENT CO OF AMERICA | Jun 30, 2025 | 11.0M | 205.4M | 1.7% |
| AMERICAN FUNDS INSURANCE SERIES-Asset Allocation Fund | Jun 30, 2025 | 9.0M | 169.6M | 1.4% |
| BlackRock Funds-BLACKROCK MID CAP GROWTH EQUITY PORTFOLIO | May 31, 2025 | 8.9M | 166.7M | 1.4% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Jun 30, 2025 | 8.9M | 166.8M | 1.4% |
| AMCAP FUND | Jun 30, 2025 | 8.8M | 164.1M | 1.3% |