Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Income Fund of America | Mar 31, 2026 | 16.9M | 948.5M | 0.5% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 16.2M | 909.7M | 0.5% |
| EuroPacific Growth Fund-EUPAC Fund | Mar 31, 2026 | 12.3M | 689.3M | 0.4% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Mar 31, 2026 | 10.7M | 601.2M | 0.3% |
| Capital Income Builder | Mar 31, 2026 | 10.3M | 580.5M | 0.3% |
| CAPITAL WORLD GROWTH & INCOME FUND | Mar 31, 2026 | 10.1M | 566.7M | 0.3% |
| iShares Trust-iShares Core MSCI EAFE ETF | Apr 30, 2026 | 8.0M | 446.9M | 0.3% |
| VANGUARD FENWAY FUNDS-Vanguard Equity Income Fund | Mar 31, 2026 | 7.7M | 431.7M | 0.3% |
| NEW PERSPECTIVE FUND | Mar 31, 2026 | 7.4M | 415.1M | 0.2% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Apr 30, 2026 | 4.1M | 228.1M | 0.1% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.