Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| AMERICAN FUNDS FUNDAMENTAL INVESTORS | Mar 31, 2025 | 14.1M | 1.3B | 4.3% |
| Income Fund of America | Mar 31, 2025 | 10.5M | 957.5M | 3.2% |
| NEW PERSPECTIVE FUND | Mar 31, 2025 | 7.1M | 643.3M | 2.2% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2025 | 4.5M | 408.3M | 1.4% |
| AMERICAN BALANCED FUND | Mar 31, 2025 | 4.4M | 397.9M | 1.3% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Mar 31, 2025 | 2.8M | 256.0M | 0.9% |
| AMERICAN FUNDS INSURANCE SERIES-Growth-Income Fund | Mar 31, 2025 | 2.7M | 242.4M | 0.8% |
| CAPITAL WORLD GROWTH & INCOME FUND | Mar 31, 2025 | 2.1M | 191.2M | 0.6% |
| Capital Income Builder | Mar 31, 2025 | 2.0M | 181.5M | 0.6% |
| Fidelity Investment Trust-Fidelity Series Canada Fund | Apr 30, 2025 | 1.6M | 147.6M | 0.5% |