Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| EUROPACIFIC GROWTH FUND | Mar 31, 2025 | 49.9M | 740.3M | 2.8% |
| AMERICAN BALANCED FUND | Mar 31, 2025 | 40.8M | 604.5M | 2.3% |
| AMERICAN FUNDS FUNDAMENTAL INVESTORS | Mar 31, 2025 | 39.7M | 589.3M | 2.2% |
| NEW PERSPECTIVE FUND | Mar 31, 2025 | 33.7M | 499.5M | 1.9% |
| GROWTH FUND OF AMERICA | Mar 31, 2025 | 30.8M | 456.2M | 1.7% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2025 | 17.9M | 265.5M | 1.0% |
| WASHINGTON MUTUAL INVESTORS FUND | Mar 31, 2025 | 16.1M | 238.9M | 0.9% |
| Smead Funds Trust-Smead Value Fund | Feb 28, 2025 | 11.8M | 174.9M | 0.6% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Mar 31, 2025 | 11.2M | 166.4M | 0.6% |
| Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund | Feb 28, 2025 | 9.6M | 142.2M | 0.5% |