Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| AMERICAN MUTUAL FUND | Oct 31, 2025 | 19.9M | 1.5B | 1.9% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jul 31, 2025 | 15.0M | 1.2B | 1.4% |
| Capital Income Builder | Sep 30, 2025 | 13.4M | 1.0B | 1.3% |
| CAPITAL WORLD GROWTH & INCOME FUND | Sep 30, 2025 | 10.3M | 792.8M | 1.0% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Sep 30, 2025 | 9.6M | 738.0M | 0.9% |
| Dodge & Cox Funds-Dodge & Cox International Stock Fund | Sep 30, 2025 | 9.3M | 713.0M | 0.9% |
| WASHINGTON MUTUAL INVESTORS FUND | Oct 31, 2025 | 7.4M | 569.5M | 0.7% |
| INVESTMENT CO OF AMERICA | Sep 30, 2025 | 7.4M | 570.1M | 0.7% |
| Capital Group Dividend Value ETF | Aug 31, 2025 | 5.2M | 399.9M | 0.5% |
| GLOBAL X FUNDS-Global X MLP & Energy Infrastructure ETF | Oct 31, 2025 | 4.5M | 345.7M | 0.4% |
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