Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Income Fund of America | Jun 30, 2026 | 175.8M | 699.6M | 4.7% |
| THORNBURG INVESTMENT TRUST-Thornburg Investment Income Builder Fund | Jun 30, 2026 | 63.5M | 252.6M | 1.7% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Apr 30, 2026 | 54.6M | 217.4M | 1.5% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Jun 30, 2026 | 37.4M | 148.8M | 1.0% |
| Capital Income Builder | Jun 30, 2026 | 29.8M | 118.5M | 0.8% |
| Intl Growth & Income Fd.-Intl Growth and Income Fd. | Jun 30, 2026 | 28.6M | 113.7M | 0.8% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jul 31, 2026 | 28.8M | 114.5M | 0.8% |
| MFS SERIES TRUST I-MFS Research International Fund | May 31, 2026 | 22.8M | 90.9M | 0.6% |
| Fidelity Salem Street TRT-Fidelity SAI Intl Low Volatility Index Fd. | Jul 31, 2026 | 19.0M | 75.7M | 0.5% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Jul 31, 2026 | 14.9M | 59.2M | 0.4% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.