Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| GROWTH FUND OF AMERICA | Sep 30, 2025 | 4.0M | 468.0M | 3.4% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 3.7M | 435.2M | 3.2% |
| AMERICAN BALANCED FUND | Sep 30, 2025 | 3M | 351.6M | 2.6% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 2.9M | 340.2M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 2.8M | 326.9M | 2.4% |
| Franklin Custodian Funds-FRANKLIN INCOME FUND | Sep 30, 2025 | 2.5M | 293.0M | 2.1% |
| Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF | Sep 30, 2025 | 2.0M | 233.7M | 1.7% |
| VANGUARD CHESTER FUNDS-Vanguard PRIMECAP Fund | Sep 30, 2025 | 1.9M | 221.5M | 1.6% |
| ProShares Trust-ProShares S&P 500 Dividend Aristocrats ETF | Oct 31, 2025 | 1.8M | 209.3M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 1.7M | 193.4M | 1.4% |
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Holders
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