Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| NEW PERSPECTIVE FUND | Dec 31, 2025 | 12.8M | 536.7M | 2.0% |
| New World Fund Inc | Jan 31, 2026 | 8.8M | 368.1M | 1.3% |
| CAPITAL WORLD GROWTH & INCOME FUND | Dec 31, 2025 | 5.4M | 226.2M | 0.8% |
| Intl Growth & Income Fd.-Intl Growth and Income Fd. | Dec 31, 2025 | 1.6M | 66.7M | 0.2% |
| NEW ECONOMY FUND | Dec 31, 2025 | 1.6M | 66.9M | 0.2% |
| EuroPacific Growth Fund-EUPAC Fund | Dec 31, 2025 | 1.5M | 61.8M | 0.2% |
| DAVIS NEW YORK VENTURE FUND INC-Davis New York Venture Fund | Jan 31, 2026 | 1.5M | 63.5M | 0.2% |
| JPMorgan Trust I-JPMorgan Emerging Markets Equity Fund | Jan 31, 2026 | 1.4M | 60.1M | 0.2% |
| MORGAN STANLEY INSTITUTIONAL FUND INC-Global Opportunity Portfolio | Dec 31, 2025 | 1.0M | 44.1M | 0.2% |
| DFA INVESTMENT DIMENSIONS GROUP INC-Emerging Markets Core Eqy. 2 PORT. | Jan 31, 2026 | 913.9K | 38.4M | 0.1% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.