Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| AMERICAN FUNDS FUNDAMENTAL INVESTORS | Mar 31, 2025 | 14.1M | 946.1M | 4.3% |
| Income Fund of America | Apr 30, 2025 | 10.5M | 703.9M | 3.2% |
| NEW PERSPECTIVE FUND | Mar 31, 2025 | 7.1M | 472.9M | 2.2% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Apr 30, 2025 | 4.5M | 303.9M | 1.4% |
| AMERICAN BALANCED FUND | Mar 31, 2025 | 4.4M | 292.5M | 1.3% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Mar 31, 2025 | 2.8M | 188.2M | 0.9% |
| AMERICAN FUNDS INSURANCE SERIES-Growth-Income Fund | Mar 31, 2025 | 2.7M | 178.2M | 0.8% |
| CAPITAL WORLD GROWTH & INCOME FUND | Mar 31, 2025 | 2.1M | 140.6M | 0.6% |
| AIM Sector Funds (Invesco Sector Funds)-INVESCO COMSTOCK FUND | Apr 30, 2025 | 2.0M | 135.7M | 0.6% |
| Capital Income Builder | Apr 30, 2025 | 2.0M | 133.4M | 0.6% |