Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| AMERICAN BALANCED FUND | Mar 31, 2025 | 39.4M | 1.8B | 1.9% |
| Income Fund of America | Mar 31, 2025 | 37.7M | 1.7B | 1.8% |
| AMERICAN FUNDS FUNDAMENTAL INVESTORS | Mar 31, 2025 | 35.6M | 1.6B | 1.7% |
| EUROPACIFIC GROWTH FUND | Mar 31, 2025 | 32.0M | 1.4B | 1.5% |
| WASHINGTON MUTUAL INVESTORS FUND | Mar 31, 2025 | 30.1M | 1.3B | 1.4% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2025 | 29.0M | 1.3B | 1.4% |
| T. ROWE PRICE CAPITAL APPRECIATION Fd., INC.-T. Rowe Price Capital App | Mar 31, 2025 | 27.9M | 1.2B | 1.3% |
| Capital Income Builder | Mar 31, 2025 | 25.7M | 1.2B | 1.2% |
| CAPITAL WORLD GROWTH & INCOME FUND | Mar 31, 2025 | 22.7M | 1.0B | 1.1% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Mar 31, 2025 | 18.2M | 813.5M | 0.9% |