Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Income Fund of America | Sep 30, 2025 | 4.6M | 2.9B | 2.2% |
| Capital Income Builder | Sep 30, 2025 | 4.5M | 2.8B | 2.2% |
| AMERICAN FUNDS FUNDAMENTAL INVESTORS | Sep 30, 2025 | 3.1M | 1.9B | 1.5% |
| NEW PERSPECTIVE FUND | Sep 30, 2025 | 2.2M | 1.4B | 1.1% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jul 31, 2025 | 2.0M | 1.3B | 1.0% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Sep 30, 2025 | 1.3M | 801.9M | 0.6% |
| iShares Trust-iShares Core MSCI EAFE ETF | Sep 30, 2025 | 975.7K | 613.7M | 0.5% |
| SmallCap World Fund Inc | Sep 30, 2025 | 850K | 534.7M | 0.4% |
| Intl Growth & Income Fd.-Intl Growth and Income Fd. | Sep 30, 2025 | 565.9K | 356.0M | 0.3% |
| iShares Trust-iShares MSCI EAFE ETF | Sep 30, 2025 | 504.4K | 317.3M | 0.3% |
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