Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Income Fund of America | Mar 31, 2025 | 11.7M | 1.1B | 4.6% |
| AMERICAN FUNDS FUNDAMENTAL INVESTORS | Mar 31, 2025 | 7.6M | 730.3M | 3.0% |
| CAPITAL WORLD GROWTH & INCOME FUND | Mar 31, 2025 | 6.4M | 622.4M | 2.5% |
| NEW PERSPECTIVE FUND | Mar 31, 2025 | 5.1M | 488.6M | 2.0% |
| Capital Income Builder | Mar 31, 2025 | 3.8M | 364.7M | 1.5% |
| EUROPACIFIC GROWTH FUND | Mar 31, 2025 | 3.7M | 352.9M | 1.4% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2025 | 3.2M | 308.4M | 1.3% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2024 | 2.0M | 190.4M | 0.8% |
| Intl Growth & Income Fd.-Intl Growth and Income Fd. | Mar 31, 2025 | 1.6M | 153.7M | 0.6% |
| iShares Trust-iShares Core MSCI EAFE ETF | Mar 31, 2025 | 1.5M | 140.4M | 0.6% |