Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Income Fund of America | Mar 31, 2026 | 206.9M | 898.9M | 5.4% |
| Capital Income Builder | Mar 31, 2026 | 67.2M | 292.0M | 1.8% |
| THORNBURG INVESTMENT TRUST-Thornburg Investment Income Builder Fund | Mar 31, 2026 | 59.2M | 257.3M | 1.6% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 55.4M | 240.9M | 1.5% |
| Intl Growth & Income Fd.-Intl Growth and Income Fd. | Mar 31, 2026 | 36.4M | 158.0M | 1.0% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 35.7M | 155.2M | 0.9% |
| iShares Trust-iShares Core MSCI EAFE ETF | Apr 30, 2026 | 27.6M | 119.9M | 0.7% |
| MFS SERIES TRUST I-MFS Research International Fund | Feb 28, 2026 | 25.3M | 110.0M | 0.7% |
| Fidelity Salem Street TRT-Fidelity SAI Intl Low Volatility Index Fd. | Apr 30, 2026 | 18.3M | 79.3M | 0.5% |
| College Retirement Equities Fd.-College Retirement Equities Fd. - Tota | Dec 31, 2025 | 15.5M | 67.2M | 0.4% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.