Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jul 31, 2025 | 32.1M | 481.5M | 1.2% |
| Goldman Sachs TRT II-Goldman Sachs GQG Part. Intl Opportunities Fd. | Jul 31, 2025 | 29.2M | 437.5M | 1.1% |
| Capital Income Builder | Sep 30, 2025 | 22.1M | 332.2M | 0.8% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Sep 30, 2025 | 20.6M | 308.5M | 0.8% |
| CAPITAL WORLD GROWTH & INCOME FUND | Sep 30, 2025 | 17.0M | 255.2M | 0.6% |
| iShares Trust-iShares Core MSCI EAFE ETF | Sep 30, 2025 | 15.1M | 226.4M | 0.6% |
| EuroPacific Growth Fund-EUPAC Fund | Sep 30, 2025 | 9.5M | 142.3M | 0.4% |
| AMERICAN FUNDS GLOBAL BALANCED FUND | Sep 30, 2025 | 9.0M | 135.1M | 0.3% |
| First TRT Exch-Trd Fd. II-First TRT NASDAQ Clean Edge Smart Grid Infra | Sep 30, 2025 | 8.3M | 123.8M | 0.3% |
| THORNBURG INVESTMENT TRUST-Thornburg Investment Income Builder Fund | Sep 30, 2025 | 8.1M | 120.8M | 0.3% |
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