Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Income Fund of America | Jan 31, 2025 | 108.7M | 183.1B | 3.6% |
| CAPITAL WORLD GROWTH & INCOME FUND | Mar 31, 2025 | 57.9M | 97.6B | 1.9% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2025 | 42.6M | 71.8B | 1.4% |
| NEW PERSPECTIVE FUND | Mar 31, 2025 | 36.3M | 61.1B | 1.2% |
| First Eagle Funds-First Eagle Global Fund | Jan 31, 2025 | 29.6M | 49.9B | 1.0% |
| INVESTMENT MANAGERS SERIES TRUST-WCM Focused International Growth Fund | Dec 31, 2024 | 27.8M | 46.8B | 0.9% |
| VANGUARD FENWAY FUNDS-Vanguard Equity Income Fund | Dec 31, 2024 | 26.9M | 45.3B | 0.9% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2024 | 26.3M | 44.3B | 0.9% |
| Capital Income Builder | Mar 31, 2025 | 23.1M | 39.0B | 0.8% |
| EUROPACIFIC GROWTH FUND | Mar 31, 2025 | 22.8M | 38.3B | 0.8% |