Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Income Fund of America | Sep 30, 2025 | 10.9M | 1.1B | 4.3% |
| AMERICAN FUNDS FUNDAMENTAL INVESTORS | Sep 30, 2025 | 7.9M | 827.1M | 3.1% |
| CAPITAL WORLD GROWTH & INCOME FUND | Sep 30, 2025 | 7.2M | 754.5M | 2.8% |
| Capital Income Builder | Sep 30, 2025 | 4.9M | 509.3M | 1.9% |
| NEW PERSPECTIVE FUND | Sep 30, 2025 | 4.5M | 473.0M | 1.8% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jul 31, 2025 | 3.3M | 344.7M | 1.3% |
| EuroPacific Growth Fund-EUPAC Fund | Sep 30, 2025 | 2.5M | 261.9M | 1.0% |
| HARRIS ASSOCIATES INVESTMENT TRUST-Oakmark International Fund | Sep 30, 2025 | 2.4M | 247.2M | 0.9% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Sep 30, 2025 | 2.1M | 219.9M | 0.8% |
| iShares Trust-iShares Core MSCI EAFE ETF | Sep 30, 2025 | 1.5M | 159.1M | 0.6% |
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