Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Income Fund of America | Apr 30, 2025 | 17.2M | 745.9M | 0.6% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Apr 30, 2025 | 14.9M | 647.4M | 0.5% |
| CAPITAL WORLD GROWTH & INCOME FUND | Mar 31, 2025 | 12.6M | 546.8M | 0.4% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Mar 31, 2025 | 9.2M | 401.0M | 0.3% |
| Goldman Sachs TRT II-Goldman Sachs GQG Part. Intl Opportunities Fd. | Apr 30, 2025 | 9.0M | 389.4M | 0.3% |
| EUROPACIFIC GROWTH FUND | Mar 31, 2025 | 7.8M | 337.6M | 0.3% |
| VANGUARD FENWAY FUNDS-Vanguard Equity Income Fund | Mar 31, 2025 | 7.5M | 327.7M | 0.2% |
| Capital Income Builder | Apr 30, 2025 | 7.4M | 319.7M | 0.2% |
| iShares Trust-iShares Core MSCI EAFE ETF | May 31, 2025 | 7.0M | 304.7M | 0.2% |
| NEW PERSPECTIVE FUND | Mar 31, 2025 | 5.4M | 234.3M | 0.2% |