Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| AMERICAN MUTUAL FUND | Mar 31, 2025 | 29.0M | 2.0B | 2.8% |
| Capital Income Builder | Mar 31, 2025 | 14.6M | 1.0B | 1.4% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2025 | 14.6M | 1.0B | 1.4% |
| Dodge & Cox Funds-Dodge & Cox International Stock Fund | Dec 31, 2024 | 10.5M | 729.9M | 1.0% |
| CAPITAL WORLD GROWTH & INCOME FUND | Mar 31, 2025 | 10.4M | 718.2M | 1% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2024 | 9.0M | 622.9M | 0.9% |
| INVESTMENT CO OF AMERICA | Mar 31, 2025 | 7.4M | 514.3M | 0.7% |
| WASHINGTON MUTUAL INVESTORS FUND | Mar 31, 2025 | 7.4M | 513.7M | 0.7% |
| Federated Hermes Eqy. Fd.s-Federated Hermes Strategic Value Dividend F | Mar 31, 2025 | 4.2M | 288.2M | 0.4% |
| NEW PERSPECTIVE FUND | Mar 31, 2025 | 4.0M | 278.1M | 0.4% |