Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Income Fund of America | Sep 30, 2025 | 12.1M | 564.2M | 0.7% |
| WASHINGTON MUTUAL INVESTORS FUND | Sep 30, 2025 | 8.3M | 386.7M | 0.5% |
| NEW PERSPECTIVE FUND | Sep 30, 2025 | 5.5M | 257.3M | 0.3% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jul 31, 2025 | 5.5M | 257.4M | 0.3% |
| Principal Funds, Inc-MidCap Fund | Jul 31, 2025 | 4.9M | 227.3M | 0.3% |
| Fidelity Advisor Series VIII-Fidelity Advisor Intl Capital Appreciatio | Sep 30, 2025 | 3.8M | 177.3M | 0.2% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Sep 30, 2025 | 3.5M | 164.2M | 0.2% |
| CAPITAL WORLD GROWTH & INCOME FUND | Sep 30, 2025 | 3.1M | 142.1M | 0.2% |
| Fidelity Contrafund | Sep 30, 2025 | 2.6M | 119.2M | 0.2% |
| Fidelity Investment Trust-Fidelity Series Canada Fund | Sep 30, 2025 | 2.5M | 117.4M | 0.2% |
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Holders
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Ultra plan.