Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Income Fund of America | Mar 31, 2026 | 10.5M | 923.3M | 4.1% |
| AMERICAN FUNDS FUNDAMENTAL INVESTORS | Mar 31, 2026 | 5.8M | 510.2M | 2.3% |
| NEW PERSPECTIVE FUND | Mar 31, 2026 | 3.5M | 311.9M | 1.4% |
| Capital Income Builder | Mar 31, 2026 | 3.5M | 305.3M | 1.4% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 3.3M | 293.3M | 1.3% |
| EuroPacific Growth Fund-EUPAC Fund | Mar 31, 2026 | 3.1M | 275.0M | 1.2% |
| HARRIS ASSOCIATES INVESTMENT TRUST-Oakmark International Fund | Mar 31, 2026 | 2.7M | 235.8M | 1.1% |
| CAPITAL WORLD GROWTH & INCOME FUND | Mar 31, 2026 | 2.4M | 207.7M | 0.9% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 2.2M | 189.4M | 0.9% |
| iShares Trust-iShares Core MSCI EAFE ETF | Apr 30, 2026 | 1.6M | 143.0M | 0.6% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.