Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Income Fund of America | Jan 31, 2026 | 67.0M | 153.8B | 2.2% |
| CAPITAL WORLD GROWTH & INCOME FUND | Dec 31, 2025 | 61.1M | 140.1B | 2.0% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 43.7M | 100.2B | 1.5% |
| INVESTMENT MANAGERS SERIES TRUST-WCM Focused International Growth Fund | Dec 31, 2025 | 35.0M | 80.4B | 1.2% |
| NEW PERSPECTIVE FUND | Dec 31, 2025 | 29.4M | 67.5B | 1.0% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 28.4M | 65.2B | 1.0% |
| Capital Income Builder | Jan 31, 2026 | 25.8M | 59.2B | 0.9% |
| EuroPacific Growth Fund-EUPAC Fund | Dec 31, 2025 | 23.4M | 53.6B | 0.8% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 20.6M | 47.4B | 0.7% |
| Fidelity Investment Trust-Fidelity Series International Growth Fund | Feb 28, 2026 | 18.3M | 42.0B | 0.6% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.