Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Dodge & Cox Funds-Dodge & Cox International Stock Fund | Sep 30, 2025 | 15.5M | 725.8M | 1.3% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jul 31, 2025 | 13.7M | 644.7M | 1.1% |
| Capital Income Builder | Sep 30, 2025 | 10.8M | 504.7M | 0.9% |
| EuroPacific Growth Fund-EUPAC Fund | Sep 30, 2025 | 8.8M | 414.9M | 0.7% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Sep 30, 2025 | 8.8M | 411.7M | 0.7% |
| CAPITAL WORLD GROWTH & INCOME FUND | Sep 30, 2025 | 6.7M | 312.6M | 0.6% |
| iShares Trust-iShares Core MSCI EAFE ETF | Sep 30, 2025 | 6.5M | 302.7M | 0.5% |
| AMERICAN BALANCED FUND | Sep 30, 2025 | 6.2M | 289.6M | 0.5% |
| NEW PERSPECTIVE FUND | Sep 30, 2025 | 6.2M | 289.4M | 0.5% |
| THORNBURG INVESTMENT TRUST-Thornburg Investment Income Builder Fund | Sep 30, 2025 | 4.8M | 226.0M | 0.4% |
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