Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Income Fund of America | Sep 30, 2025 | 8.8M | 400.2M | 2.3% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jul 31, 2025 | 5.1M | 233.8M | 1.3% |
| CAPITAL WORLD GROWTH & INCOME FUND | Sep 30, 2025 | 3.8M | 171.0M | 1.0% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Sep 30, 2025 | 3.4M | 154.2M | 0.9% |
| DAVIS NEW YORK VENTURE FUND INC-Davis New York Venture Fund | Jul 31, 2025 | 3.2M | 145.0M | 0.8% |
| NEW PERSPECTIVE FUND | Sep 30, 2025 | 2.0M | 91.7M | 0.5% |
| DFA INVESTMENT TRUST CO-THE DFA INTERNATIONAL VALUE SERIES | Jul 31, 2025 | 1.5M | 68.3M | 0.4% |
| Fidelity Concord Street Trust-Fidelity SAI Canada Equity Index Fund | Sep 30, 2025 | 1.5M | 66.8M | 0.4% |
| Dimensional ETF Trust-Dimensional International Value ETF | Jul 31, 2025 | 1.3M | 59.8M | 0.3% |
| J.P. Morgan Exch-Trd Fd. TRT-JPMorgan BetaBuilders Canada ETF | Jul 31, 2025 | 1.2M | 55.8M | 0.3% |
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