Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Income Fund of America | Mar 31, 2026 | 16.9M | 1.0B | 0.5% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 16.2M | 977.8M | 0.5% |
| EuroPacific Growth Fund-EUPAC Fund | Mar 31, 2026 | 11.3M | 685.3M | 0.4% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 10.4M | 631.3M | 0.3% |
| Capital Income Builder | Mar 31, 2026 | 10.3M | 624.0M | 0.3% |
| CAPITAL WORLD GROWTH & INCOME FUND | Mar 31, 2026 | 10.1M | 609.1M | 0.3% |
| VANGUARD FENWAY FUNDS-Vanguard Equity Income Fund | Dec 31, 2025 | 7.9M | 476.5M | 0.3% |
| iShares Trust-iShares Core MSCI EAFE ETF | Mar 31, 2026 | 7.9M | 478.1M | 0.3% |
| NEW PERSPECTIVE FUND | Mar 31, 2026 | 7.4M | 446.2M | 0.2% |
| Intl Growth & Income Fd.-Intl Growth and Income Fd. | Mar 31, 2026 | 4.0M | 244.0M | 0.1% |
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Holders
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