Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Capital Income Builder | Jan 31, 2026 | 286.5M | 1.3B | 1.7% |
| Income Fund of America | Mar 31, 2026 | 175.4M | 810.5M | 1.1% |
| CAPITAL WORLD GROWTH & INCOME FUND | Mar 31, 2026 | 159.0M | 734.5M | 1.0% |
| ADVISORS' INNER CIRCLE III-GQG PARTNERS EMERGING MARKETS EQUITY FUND | Dec 31, 2025 | 149.7M | 691.7M | 0.9% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 104.9M | 484.7M | 0.6% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 67.6M | 312.2M | 0.4% |
| THORNBURG INVESTMENT TRUST-Thornburg Investment Income Builder Fund | Dec 31, 2025 | 65.1M | 300.9M | 0.4% |
| iShares Trust-iShares Core MSCI EAFE ETF | Feb 28, 2026 | 52.7M | 243.3M | 0.3% |
| HARTFORD MUTUAL Fd.S II INC-Hartford Schroders Intl Stock Fd. | Jan 31, 2026 | 45.3M | 209.3M | 0.3% |
| Fidelity Investment Trust-Fidelity Series International Value Fund | Feb 28, 2026 | 43.8M | 202.1M | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.