Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| CAPITAL WORLD GROWTH & INCOME FUND | Mar 31, 2026 | 44.7M | 1.3B | 1.8% |
| EuroPacific Growth Fund-EUPAC Fund | Mar 31, 2026 | 32.4M | 913.3M | 1.3% |
| NEW PERSPECTIVE FUND | Mar 31, 2026 | 29.1M | 821.4M | 1.2% |
| Income Fund of America | Mar 31, 2026 | 22.7M | 640.2M | 0.9% |
| MFS Series Trust XVII-MFS International Equity Fund | Dec 31, 2025 | 21.6M | 608.0M | 0.9% |
| Capital Income Builder | Mar 31, 2026 | 19.1M | 539.5M | 0.8% |
| iShares Trust-iShares Core MSCI EAFE ETF | Feb 28, 2026 | 12.7M | 358.4M | 0.5% |
| AMERICAN BALANCED FUND | Mar 31, 2026 | 11.5M | 323.9M | 0.5% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Energy Fund | Jan 31, 2026 | 11.4M | 322.6M | 0.5% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 10.3M | 290.2M | 0.4% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.