Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Capital Income Builder | Jun 30, 2025 | 46.7M | 1.5B | 4.4% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund | Apr 30, 2025 | 36.2M | 1.2B | 3.4% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2025 | 30.2M | 999.2M | 2.9% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Mar 31, 2025 | 26.7M | 883.6M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Mar 31, 2025 | 20.4M | 675.9M | 1.9% |
| INVESTMENT CO OF AMERICA | Jun 30, 2025 | 16.6M | 548.7M | 1.6% |
| Income Fund of America | Jun 30, 2025 | 16.0M | 530.3M | 1.5% |
| AMERICAN BALANCED FUND | Jun 30, 2025 | 15.6M | 516.5M | 1.5% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Jun 30, 2025 | 13.4M | 443.3M | 1.3% |
| SPDR S&P 500 ETF TRUST | Jun 30, 2025 | 12.8M | 423.5M | 1.2% |