Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| INVESTMENT CO OF AMERICA | Mar 31, 2026 | 75.3M | 4.7B | 3.5% |
| AMERICAN FUNDS FUNDAMENTAL INVESTORS | Mar 31, 2026 | 60.6M | 3.8B | 2.8% |
| Goldman Sachs TRT II-Goldman Sachs GQG Part. Intl Opportunities Fd. | Jan 31, 2026 | 41.1M | 2.6B | 1.9% |
| Capital Income Builder | Mar 31, 2026 | 36.9M | 2.3B | 1.7% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 31.0M | 1.9B | 1.4% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Mar 31, 2026 | 20.4M | 1.3B | 0.9% |
| First Eagle Funds-First Eagle Global Fund | Jan 31, 2026 | 20.2M | 1.3B | 0.9% |
| Capital Group Dividend Value ETF | Feb 28, 2026 | 16.6M | 1.0B | 0.8% |
| CAPITAL WORLD GROWTH & INCOME FUND | Mar 31, 2026 | 16.6M | 1.0B | 0.8% |
| iShares Trust-iShares Core MSCI EAFE ETF | Apr 30, 2026 | 15.5M | 973.5M | 0.7% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.