Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Income Fund of America | Sep 30, 2025 | 39.3M | 1.3B | 1.9% |
| AMERICAN BALANCED FUND | Sep 30, 2025 | 39.2M | 1.3B | 1.9% |
| AMERICAN FUNDS FUNDAMENTAL INVESTORS | Sep 30, 2025 | 35.6M | 1.2B | 1.7% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jul 31, 2025 | 30.0M | 989.3M | 1.4% |
| WASHINGTON MUTUAL INVESTORS FUND | Sep 30, 2025 | 29.1M | 960.5M | 1.4% |
| Capital Income Builder | Sep 30, 2025 | 27.8M | 916.4M | 1.3% |
| T. ROWE PRICE CAPITAL APPRECIATION Fd., INC.-T. Rowe Price Capital App | Sep 30, 2025 | 26.1M | 861.2M | 1.3% |
| CAPITAL WORLD GROWTH & INCOME FUND | Sep 30, 2025 | 22.5M | 742.7M | 1.1% |
| EuroPacific Growth Fund-EUPAC Fund | Sep 30, 2025 | 20.5M | 677.4M | 1.0% |
| INVESTMENT CO OF AMERICA | Sep 30, 2025 | 19.5M | 643.0M | 0.9% |
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