Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| INVESTMENT CO OF AMERICA | Mar 31, 2025 | 98.2M | 3.8B | 4.5% |
| AMERICAN FUNDS FUNDAMENTAL INVESTORS | Mar 31, 2025 | 41.4M | 1.6B | 1.9% |
| Capital Income Builder | Mar 31, 2025 | 34.3M | 1.3B | 1.6% |
| AMERICAN BALANCED FUND | Mar 31, 2025 | 32.4M | 1.3B | 1.5% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2025 | 28.0M | 1.1B | 1.3% |
| Goldman Sachs TRT II-Goldman Sachs GQG Part. Intl Opportunities Fd. | Jan 31, 2025 | 23.5M | 919.2M | 1.1% |
| First Eagle Funds-First Eagle Global Fund | Jan 31, 2025 | 20.6M | 805.3M | 0.9% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2024 | 17.3M | 677.7M | 0.8% |
| iShares Trust-iShares Core MSCI EAFE ETF | Mar 31, 2025 | 12.6M | 494.7M | 0.6% |
| NEW PERSPECTIVE FUND | Mar 31, 2025 | 11.6M | 454.7M | 0.5% |