Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Income Fund of America | Apr 30, 2025 | 105.7M | 2.7B | 3.5% |
| CAPITAL WORLD GROWTH & INCOME FUND | Mar 31, 2025 | 57.9M | 1.5B | 1.9% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Apr 30, 2025 | 43.2M | 1.1B | 1.4% |
| INVESTMENT MANAGERS SERIES TRUST-WCM Focused International Growth Fund | Mar 31, 2025 | 37.2M | 951.1M | 1.2% |
| NEW PERSPECTIVE FUND | Mar 31, 2025 | 36.3M | 927.1M | 1.2% |
| First Eagle Funds-First Eagle Global Fund | Apr 30, 2025 | 27.0M | 690.7M | 0.9% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Mar 31, 2025 | 26.7M | 682.5M | 0.9% |
| EUROPACIFIC GROWTH FUND | Mar 31, 2025 | 22.8M | 581.5M | 0.8% |
| Capital Income Builder | Apr 30, 2025 | 22.2M | 566.0M | 0.7% |
| iShares Trust-iShares Core MSCI EAFE ETF | May 31, 2025 | 19.4M | 495.2M | 0.6% |