Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| AMERICAN FUNDS FUNDAMENTAL INVESTORS | Sep 30, 2025 | 11.3M | 1.1B | 3.4% |
| Income Fund of America | Sep 30, 2025 | 10.7M | 1.1B | 3.3% |
| NEW PERSPECTIVE FUND | Sep 30, 2025 | 7.1M | 702.6M | 2.2% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jul 31, 2025 | 4.7M | 466.2M | 1.4% |
| AMERICAN BALANCED FUND | Sep 30, 2025 | 4.2M | 419.9M | 1.3% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Sep 30, 2025 | 3.0M | 297.9M | 0.9% |
| Fidelity Investment Trust-Fidelity Series Canada Fund | Sep 30, 2025 | 2.0M | 202.4M | 0.6% |
| AIM Sector Funds (Invesco Sector Funds)-INVESCO COMSTOCK FUND | Jul 31, 2025 | 2.0M | 203.1M | 0.6% |
| Capital Income Builder | Sep 30, 2025 | 2.0M | 198.2M | 0.6% |
| CAPITAL WORLD GROWTH & INCOME FUND | Sep 30, 2025 | 1.9M | 191.6M | 0.6% |
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