Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| SmallCap World Fund Inc | Sep 30, 2025 | 4.0M | 1.4B | 5.7% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 2.2M | 755.6M | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 2.1M | 705.9M | 2.9% |
| AIM Sector Funds (Invesco Sector Funds)-INVESCO SMALL CAP VALUE FUND | Jul 31, 2025 | 2.0M | 663.9M | 2.8% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 1.6M | 534.0M | 2.2% |
| AIM Sector Fd.s -INVESCO VALUE OPPORTUNITIES Fd. | Jul 31, 2025 | 1.5M | 518.2M | 2.2% |
| NEW ECONOMY FUND | Sep 30, 2025 | 1.4M | 466.2M | 1.9% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Aug 31, 2025 | 1.2M | 422.2M | 1.8% |
| Fidelity Securities Fund-Fidelity Blue Chip Growth Fund | Sep 30, 2025 | 1.1M | 370.5M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Sep 30, 2025 | 880.8K | 298.9M | 1.2% |
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