Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Income Fund of America | Jan 31, 2026 | 137.2M | 79.7B | 1.7% |
| Capital Income Builder | Jan 31, 2026 | 129.3M | 75.1B | 1.6% |
| EuroPacific Growth Fund-EUPAC Fund | Dec 31, 2025 | 122.5M | 71.2B | 1.5% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 117.3M | 68.1B | 1.5% |
| CAPITAL WORLD GROWTH & INCOME FUND | Dec 31, 2025 | 96.1M | 55.8B | 1.2% |
| MFS SERIES TRUST X-MFS International Intrinsic Value Fund | Nov 30, 2025 | 84.6M | 49.1B | 1.1% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 76.4M | 44.3B | 1.0% |
| MFS Series Trust XVII-MFS International Equity Fund | Dec 31, 2025 | 68.9M | 40.0B | 0.9% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 55.3M | 32.1B | 0.7% |
| Fidelity Investment Trust-Fidelity Series Overseas Fund | Feb 28, 2026 | 47.1M | 27.4B | 0.6% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.