Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| EuroPacific Growth Fund-EUPAC Fund | Mar 31, 2026 | 30.2M | 15.9B | 3.0% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 14.0M | 7.4B | 1.4% |
| Income Fund of America | Mar 31, 2026 | 12.9M | 6.8B | 1.3% |
| INVESTMENT MANAGERS SERIES TRUST-WCM Focused International Growth Fund | Mar 31, 2026 | 11.0M | 5.8B | 1.1% |
| NEW ECONOMY FUND | Mar 31, 2026 | 10.8M | 5.7B | 1.1% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 9.1M | 4.8B | 0.9% |
| CAPITAL WORLD GROWTH & INCOME FUND | Mar 31, 2026 | 7.7M | 4.0B | 0.8% |
| iShares Trust-iShares Core MSCI EAFE ETF | Apr 30, 2026 | 7.1M | 3.7B | 0.7% |
| NEW PERSPECTIVE FUND | Mar 31, 2026 | 6.6M | 3.5B | 0.6% |
| Capital Income Builder | Mar 31, 2026 | 5.4M | 2.9B | 0.5% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.