Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Income Fund of America | Mar 31, 2026 | 63.5M | 1.6B | 2.1% |
| CAPITAL WORLD GROWTH & INCOME FUND | Mar 31, 2026 | 62.7M | 1.6B | 2.1% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 44.0M | 1.1B | 1.5% |
| NEW PERSPECTIVE FUND | Mar 31, 2026 | 40.8M | 1.0B | 1.4% |
| INVESTMENT MANAGERS SERIES TRUST-WCM Focused International Growth Fund | Mar 31, 2026 | 30.8M | 785.5M | 1.0% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 28.4M | 725.0M | 0.9% |
| Capital Income Builder | Mar 31, 2026 | 25.5M | 651.5M | 0.9% |
| EuroPacific Growth Fund-EUPAC Fund | Mar 31, 2026 | 22.9M | 585.4M | 0.8% |
| iShares Trust-iShares Core MSCI EAFE ETF | Apr 30, 2026 | 21.4M | 545.8M | 0.7% |
| Fidelity Investment Trust-Fidelity Series International Growth Fund | Apr 30, 2026 | 20.4M | 520.6M | 0.7% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.