Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| AMERICAN MUTUAL FUND | Sep 30, 2025 | 42.2M | 1.4B | 8% |
| WASHINGTON MUTUAL INVESTORS FUND | Sep 30, 2025 | 20.5M | 681.6M | 3.9% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 16.6M | 553.4M | 3.2% |
| -Price (T.Rowe) U.S. Value Equity Trust | Sep 30, 2025 | 15.1M | 502.0M | 2.9% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 13.0M | 433.1M | 2.5% |
| T. Rowe Price Value Fund, Inc. | Sep 30, 2025 | 12.3M | 408.5M | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Sep 30, 2025 | 11.7M | 388.3M | 2.2% |
| Capital Income Builder | Sep 30, 2025 | 9.7M | 322.9M | 1.8% |
| Capital Group Dividend Value ETF | Aug 31, 2025 | 8.6M | 285.9M | 1.6% |
| Income Fund of America | Sep 30, 2025 | 8.3M | 276.3M | 1.6% |
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Holders
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Ultra plan.