Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| WASHINGTON MUTUAL INVESTORS FUND | Sep 30, 2025 | 2.5M | 6.7B | 7.0% |
| Income Fund of America | Sep 30, 2025 | 2.2M | 5.9B | 6.1% |
| BARON INVESTMENT Fd.S TRT -BARON GROWTH Fd. | Sep 30, 2025 | 2M | 5.4B | 5.6% |
| BARON SELECT FUNDS-Baron Partners Fund | Sep 30, 2025 | 1.5M | 4.1B | 4.2% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 1.2M | 3.2B | 3.3% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 1.2M | 3.2B | 3.3% |
| SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF | Aug 31, 2025 | 1.1M | 2.9B | 3.0% |
| Capital Income Builder | Sep 30, 2025 | 940.1K | 2.5B | 2.6% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 880.6K | 2.4B | 2.5% |
| AMERICAN BALANCED FUND | Sep 30, 2025 | 874.4K | 2.4B | 2.4% |
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Holders
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