Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Income Fund of America | Mar 31, 2025 | 105.7M | 2.4B | 3.5% |
| CAPITAL WORLD GROWTH & INCOME FUND | Mar 31, 2025 | 57.9M | 1.3B | 1.9% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2025 | 42.6M | 979.3M | 1.4% |
| INVESTMENT MANAGERS SERIES TRUST-WCM Focused International Growth Fund | Mar 31, 2025 | 37.2M | 855.0M | 1.2% |
| NEW PERSPECTIVE FUND | Mar 31, 2025 | 36.3M | 833.5M | 1.2% |
| First Eagle Funds-First Eagle Global Fund | Jan 31, 2025 | 29.6M | 680.3M | 1.0% |
| VANGUARD FENWAY FUNDS-Vanguard Equity Income Fund | Dec 31, 2024 | 26.9M | 617.1M | 0.9% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2024 | 26.3M | 604.0M | 0.9% |
| Capital Income Builder | Mar 31, 2025 | 23.1M | 531.2M | 0.8% |
| EUROPACIFIC GROWTH FUND | Mar 31, 2025 | 22.8M | 522.7M | 0.8% |