Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| CAPITAL WORLD GROWTH & INCOME FUND | Dec 31, 2025 | 40.6M | 1.2B | 1.7% |
| EuroPacific Growth Fund-EUPAC Fund | Dec 31, 2025 | 28.4M | 821.2M | 1.2% |
| Income Fund of America | Jan 31, 2026 | 23.5M | 679.2M | 1.0% |
| NEW PERSPECTIVE FUND | Dec 31, 2025 | 23.4M | 674.6M | 1.0% |
| MFS Series Trust XVII-MFS International Equity Fund | Dec 31, 2025 | 21.6M | 622.2M | 0.9% |
| Capital Income Builder | Jan 31, 2026 | 18.3M | 528.3M | 0.8% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 12.5M | 362.1M | 0.5% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Energy Fund | Oct 31, 2025 | 11.8M | 340.2M | 0.5% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 10.1M | 291.6M | 0.4% |
| T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Overseas Stock Fd. | Jan 31, 2026 | 7.8M | 226.3M | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.