Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Income Fund of America | Jan 31, 2025 | 17.2M | 836.4M | 0.6% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2025 | 14.7M | 717.5M | 0.5% |
| CAPITAL WORLD GROWTH & INCOME FUND | Mar 31, 2025 | 12.6M | 613.5M | 0.4% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2024 | 9.1M | 442.8M | 0.3% |
| EUROPACIFIC GROWTH FUND | Mar 31, 2025 | 7.8M | 378.8M | 0.3% |
| iShares Trust-iShares Core MSCI EAFE ETF | Mar 31, 2025 | 6.9M | 336.8M | 0.2% |
| Capital Income Builder | Mar 31, 2025 | 6.3M | 305.8M | 0.2% |
| VANGUARD FENWAY FUNDS-Vanguard Equity Income Fund | Dec 31, 2024 | 5.6M | 273.3M | 0.2% |
| NEW PERSPECTIVE FUND | Mar 31, 2025 | 5.4M | 262.8M | 0.2% |
| Bernstein Fund Inc-International Strategic Equities Portfolio | Dec 31, 2024 | 3.7M | 182.1M | 0.1% |