Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| AMERICAN MUTUAL FUND | Apr 30, 2025 | 25.7M | 1.7B | 2.5% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Apr 30, 2025 | 14.7M | 983.2M | 1.4% |
| Capital Income Builder | Apr 30, 2025 | 14.6M | 970.9M | 1.4% |
| CAPITAL WORLD GROWTH & INCOME FUND | Mar 31, 2025 | 10.4M | 690.7M | 1% |
| Dodge & Cox Funds-Dodge & Cox International Stock Fund | Mar 31, 2025 | 10.1M | 672.6M | 1.0% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Mar 31, 2025 | 9.1M | 608.5M | 0.9% |
| WASHINGTON MUTUAL INVESTORS FUND | Apr 30, 2025 | 7.4M | 494.1M | 0.7% |
| INVESTMENT CO OF AMERICA | Mar 31, 2025 | 7.4M | 494.7M | 0.7% |
| Federated Hermes Eqy. Fd.s-Federated Hermes Strategic Value Dividend F | Apr 30, 2025 | 4.2M | 277.2M | 0.4% |
| NEW PERSPECTIVE FUND | Mar 31, 2025 | 4.0M | 267.4M | 0.4% |