Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| AMERICAN MUTUAL FUND | Mar 31, 2026 | 15.3M | 909.7M | 1.5% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 15.2M | 901.1M | 1.5% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Mar 31, 2026 | 10.0M | 595.1M | 1.0% |
| Dodge & Cox Funds-Dodge & Cox International Stock Fund | Mar 31, 2026 | 8.6M | 508.0M | 0.8% |
| Goldman Sachs TRT II-Goldman Sachs GQG Part. Intl Opportunities Fd. | Jan 31, 2026 | 8.6M | 508.4M | 0.8% |
| INVESTMENT CO OF AMERICA | Mar 31, 2026 | 7.4M | 439.9M | 0.7% |
| WASHINGTON MUTUAL INVESTORS FUND | Mar 31, 2026 | 6.4M | 381.9M | 0.6% |
| Capital Income Builder | Mar 31, 2026 | 6.0M | 358.1M | 0.6% |
| Capital Group Dividend Value ETF | Feb 28, 2026 | 5.7M | 336.7M | 0.5% |
| CAPITAL WORLD GROWTH & INCOME FUND | Mar 31, 2026 | 5.1M | 301.4M | 0.5% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.