Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Income Fund of America | Jan 31, 2026 | 10.5M | 732.9M | 4.1% |
| AMERICAN FUNDS FUNDAMENTAL INVESTORS | Dec 31, 2025 | 8.5M | 595.4M | 3.4% |
| CAPITAL WORLD GROWTH & INCOME FUND | Dec 31, 2025 | 7.2M | 504.1M | 2.8% |
| NEW PERSPECTIVE FUND | Dec 31, 2025 | 4.5M | 316.0M | 1.8% |
| Capital Income Builder | Jan 31, 2026 | 4.3M | 298.3M | 1.7% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 3.3M | 230.8M | 1.3% |
| EuroPacific Growth Fund-EUPAC Fund | Dec 31, 2025 | 2.5M | 175.0M | 1.0% |
| HARRIS ASSOCIATES INVESTMENT TRUST-Oakmark International Fund | Dec 31, 2025 | 2.3M | 163.3M | 0.9% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 2.2M | 150.3M | 0.9% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 1.6M | 109.1M | 0.6% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.