Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| WASHINGTON MUTUAL INVESTORS FUND | Jan 31, 2026 | 49.3M | 2.9B | 2.3% |
| AMERICAN MUTUAL FUND | Jan 31, 2026 | 22.6M | 1.3B | 1.0% |
| Goldman Sachs TRT II-Goldman Sachs GQG Part. Intl Opportunities Fd. | Oct 31, 2025 | 14.3M | 828.1M | 0.7% |
| AMERICAN BALANCED FUND | Dec 31, 2025 | 11.0M | 634.2M | 0.5% |
| Fidelity Rutland Square TRT II-Strategic Advisers Fidelity U.S. Total | Feb 28, 2026 | 3.5M | 204.6M | 0.2% |
| BLACKROCK EQUITY DIVIDEND FUND | Jan 31, 2026 | 3.2M | 186.1M | 0.2% |
| Capital Income Builder | Jan 31, 2026 | 3.0M | 176.1M | 0.1% |
| Fidelity Hastings Street Trust-Fidelity Series Large Cap Stock Fund | Feb 28, 2026 | 2.7M | 157.5M | 0.1% |
| AMERICAN FUNDS INSURANCE SERIES-Washington Mutual Investors Fund | Dec 31, 2025 | 2.5M | 142.1M | 0.1% |
| Capital Group International Focus Equity ETF | Nov 30, 2025 | 1.8M | 105.5M | 0.1% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.