Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Capital Income Builder | Mar 31, 2026 | 286.0M | 1.1B | 1.7% |
| Income Fund of America | Mar 31, 2026 | 175.4M | 649.1M | 1.1% |
| CAPITAL WORLD GROWTH & INCOME FUND | Mar 31, 2026 | 159.0M | 588.2M | 1.0% |
| ADVISORS' INNER CIRCLE III-GQG PARTNERS EMERGING MARKETS EQUITY FUND | Mar 31, 2026 | 133.3M | 493.2M | 0.8% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 104.9M | 388.2M | 0.6% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 67.6M | 250.0M | 0.4% |
| THORNBURG INVESTMENT TRUST-Thornburg Investment Income Builder Fund | Mar 31, 2026 | 65.1M | 241.0M | 0.4% |
| iShares Trust-iShares Core MSCI EAFE ETF | Apr 30, 2026 | 53.5M | 198.0M | 0.3% |
| HARTFORD MUTUAL Fd.S II INC-Hartford Schroders Intl Stock Fd. | Jan 31, 2026 | 45.3M | 167.6M | 0.3% |
| EuroPacific Growth Fund-EUPAC Fund | Mar 31, 2026 | 46.2M | 170.9M | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.