Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| EUROPACIFIC GROWTH FUND | Mar 31, 2025 | 49.9M | 922.5M | 2.7% |
| AMERICAN BALANCED FUND | Mar 31, 2025 | 40.8M | 753.2M | 2.2% |
| AMERICAN FUNDS FUNDAMENTAL INVESTORS | Mar 31, 2025 | 39.7M | 734.4M | 2.2% |
| NEW PERSPECTIVE FUND | Mar 31, 2025 | 33.7M | 622.4M | 1.9% |
| GROWTH FUND OF AMERICA | Mar 31, 2025 | 30.8M | 568.5M | 1.7% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2025 | 17.9M | 330.9M | 1.0% |
| WASHINGTON MUTUAL INVESTORS FUND | Mar 31, 2025 | 16.1M | 297.7M | 0.9% |
| Smead Funds Trust-Smead Value Fund | Feb 28, 2025 | 11.8M | 218.0M | 0.6% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2024 | 11.1M | 204.3M | 0.6% |
| Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund | Feb 28, 2025 | 9.6M | 177.2M | 0.5% |