Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Income Fund of America | Sep 30, 2025 | 22.5M | 1.3B | 0.7% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jul 31, 2025 | 16.0M | 892.2M | 0.5% |
| Capital Income Builder | Sep 30, 2025 | 13.0M | 724.7M | 0.4% |
| CAPITAL WORLD GROWTH & INCOME FUND | Sep 30, 2025 | 12.6M | 700.3M | 0.4% |
| EuroPacific Growth Fund-EUPAC Fund | Sep 30, 2025 | 11.1M | 618.2M | 0.4% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Sep 30, 2025 | 10.2M | 571.3M | 0.3% |
| VANGUARD FENWAY FUNDS-Vanguard Equity Income Fund | Sep 30, 2025 | 9.8M | 549.0M | 0.3% |
| iShares Trust-iShares Core MSCI EAFE ETF | Sep 30, 2025 | 7.3M | 407.5M | 0.2% |
| NEW PERSPECTIVE FUND | Sep 30, 2025 | 7.2M | 400.8M | 0.2% |
| VANGUARD WELLESLEY INCOME FUND | Sep 30, 2025 | 4.6M | 258.9M | 0.2% |
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