Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| INVESTMENT CO OF AMERICA | Dec 31, 2025 | 87.6M | 4.3B | 4.0% |
| AMERICAN FUNDS FUNDAMENTAL INVESTORS | Dec 31, 2025 | 51.3M | 2.5B | 2.4% |
| Goldman Sachs TRT II-Goldman Sachs GQG Part. Intl Opportunities Fd. | Jan 31, 2026 | 41.1M | 2.0B | 1.9% |
| Capital Income Builder | Jan 31, 2026 | 37.1M | 1.8B | 1.7% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 31.0M | 1.5B | 1.4% |
| First Eagle Funds-First Eagle Global Fund | Jan 31, 2026 | 20.2M | 985.3M | 0.9% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 20.1M | 978.2M | 0.9% |
| EuroPacific Growth Fund-EUPAC Fund | Dec 31, 2025 | 18.6M | 905.3M | 0.9% |
| VANGUARD WELLINGTON FUND | Nov 30, 2025 | 17.2M | 838.5M | 0.8% |
| CAPITAL WORLD GROWTH & INCOME FUND | Mar 31, 2026 | 16.6M | 806.1M | 0.8% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.