Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| AMERICAN BALANCED FUND | Mar 31, 2026 | 55.2M | 2.1B | 2.6% |
| CAPITAL WORLD GROWTH & INCOME FUND | Mar 31, 2026 | 42.8M | 1.6B | 2.0% |
| Income Fund of America | Mar 31, 2026 | 38.3M | 1.5B | 1.8% |
| Capital Income Builder | Mar 31, 2026 | 37.9M | 1.5B | 1.8% |
| INVESTMENT CO OF AMERICA | Mar 31, 2026 | 32.4M | 1.2B | 1.6% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 29.9M | 1.2B | 1.4% |
| AMERICAN FUNDS FUNDAMENTAL INVESTORS | Mar 31, 2026 | 25.2M | 969.4M | 1.2% |
| WASHINGTON MUTUAL INVESTORS FUND | Mar 31, 2026 | 23.2M | 892.2M | 1.1% |
| EuroPacific Growth Fund-EUPAC Fund | Mar 31, 2026 | 22.6M | 869.8M | 1.1% |
| T. ROWE PRICE CAPITAL APPRECIATION Fd., INC.-T. Rowe Price Capital App | Dec 31, 2025 | 20.9M | 803.8M | 1% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.