Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| INVESTMENT CO OF AMERICA | Dec 31, 2025 | 87.6M | 8.5T | 4.0% |
| AMERICAN FUNDS FUNDAMENTAL INVESTORS | Dec 31, 2025 | 51.3M | 5.0T | 2.4% |
| Goldman Sachs TRT II-Goldman Sachs GQG Part. Intl Opportunities Fd. | Oct 31, 2025 | 41.1M | 4.0T | 1.9% |
| AMERICAN BALANCED FUND | Dec 31, 2025 | 40.2M | 3.9T | 1.9% |
| Capital Income Builder | Jan 31, 2026 | 37.1M | 3.6T | 1.7% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 29.1M | 2.8T | 1.3% |
| First Eagle Funds-First Eagle Global Fund | Jan 31, 2026 | 20.2M | 2.0T | 0.9% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 20.1M | 2.0T | 0.9% |
| EuroPacific Growth Fund-EUPAC Fund | Dec 31, 2025 | 18.6M | 1.8T | 0.9% |
| CAPITAL WORLD GROWTH & INCOME FUND | Dec 31, 2025 | 17.5M | 1.7T | 0.8% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.