Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Capital Income Builder | Sep 30, 2025 | 258.8M | 786.7M | 1.6% |
| Income Fund of America | Sep 30, 2025 | 175.4M | 533.3M | 1.1% |
| ADVISORS' INNER CIRCLE III-GQG PARTNERS EMERGING MARKETS EQUITY FUND | Sep 30, 2025 | 150.8M | 458.4M | 0.9% |
| CAPITAL WORLD GROWTH & INCOME FUND | Sep 30, 2025 | 150.6M | 457.9M | 0.9% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jul 31, 2025 | 103.8M | 315.7M | 0.6% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Sep 30, 2025 | 66.2M | 201.3M | 0.4% |
| THORNBURG INVESTMENT TRUST-Thornburg Investment Income Builder Fund | Sep 30, 2025 | 56.9M | 173.1M | 0.3% |
| iShares Trust-iShares Core MSCI EAFE ETF | Sep 30, 2025 | 51.5M | 156.7M | 0.3% |
| Intl Growth & Income Fd.-Intl Growth and Income Fd. | Sep 30, 2025 | 42.4M | 128.8M | 0.3% |
| T. ROWE PRICE COMMUNICATIONS & TECHNOLOGY Fd., INC.-T. Rowe Price Comm | Sep 30, 2025 | 37.7M | 114.7M | 0.2% |
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