Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| EuroPacific Growth Fund-EUPAC Fund | Sep 30, 2025 | 43.1M | 873.3M | 5.0% |
| Income Fund of America | Sep 30, 2025 | 24.4M | 493.9M | 2.8% |
| SmallCap World Fund Inc | Sep 30, 2025 | 24.1M | 487.6M | 2.8% |
| AMERICAN FUNDS FUNDAMENTAL INVESTORS | Sep 30, 2025 | 18.0M | 363.3M | 2.1% |
| AMERICAN FUNDS INSURANCE SERIES-Asset Allocation Fund | Sep 30, 2025 | 16.0M | 324.2M | 1.9% |
| AMERICAN BALANCED FUND | Sep 30, 2025 | 14.7M | 296.6M | 1.7% |
| GLOBAL X FUNDS-Global X Copper Miners ETF | Sep 30, 2025 | 10.5M | 212.5M | 1.2% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jul 31, 2025 | 9.9M | 201.2M | 1.2% |
| CAPITAL WORLD GROWTH & INCOME FUND | Sep 30, 2025 | 6.7M | 134.9M | 0.8% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Sep 30, 2025 | 6.3M | 128.3M | 0.7% |
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