Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| GROWTH FUND OF AMERICA | Sep 30, 2025 | 69.8M | 1.1B | 3.7% |
| EuroPacific Growth Fund-EUPAC Fund | Sep 30, 2025 | 60.4M | 922.1M | 3.2% |
| INVESTMENT CO OF AMERICA | Sep 30, 2025 | 38.2M | 583.2M | 2.0% |
| AMERICAN BALANCED FUND | Sep 30, 2025 | 32.2M | 490.6M | 1.7% |
| NEW PERSPECTIVE FUND | Sep 30, 2025 | 31.7M | 483.8M | 1.7% |
| AMERICAN FUNDS FUNDAMENTAL INVESTORS | Sep 30, 2025 | 24.8M | 379.0M | 1.3% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jul 31, 2025 | 18.3M | 280.0M | 1.0% |
| Smead Funds Trust-Smead Value Fund | Aug 31, 2025 | 13.2M | 201.2M | 0.7% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Sep 30, 2025 | 11.6M | 176.5M | 0.6% |
| -Price (T.Rowe) International Value Equity Trust | Sep 30, 2025 | 11.1M | 168.7M | 0.6% |
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