Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| AMERICAN FUNDS FUNDAMENTAL INVESTORS | Mar 31, 2025 | 14.1M | 943.9M | 4.3% |
| Income Fund of America | Jan 31, 2025 | 11.1M | 742.3M | 3.4% |
| NEW PERSPECTIVE FUND | Mar 31, 2025 | 7.1M | 471.8M | 2.2% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2025 | 4.5M | 299.4M | 1.4% |
| AMERICAN BALANCED FUND | Mar 31, 2025 | 4.4M | 291.8M | 1.3% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2024 | 2.8M | 184.8M | 0.8% |
| AMERICAN FUNDS INSURANCE SERIES-Growth-Income Fund | Mar 31, 2025 | 2.7M | 177.8M | 0.8% |
| CAPITAL WORLD GROWTH & INCOME FUND | Mar 31, 2025 | 2.1M | 140.2M | 0.6% |
| Capital Income Builder | Mar 31, 2025 | 2.0M | 133.1M | 0.6% |
| Fidelity Investment Trust-Fidelity Series Canada Fund | Feb 28, 2025 | 1.7M | 112.8M | 0.5% |