Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Income Fund of America Inc | Jun 30, 2018 | 14.9M | 326.2M | 3.2% |
| Capital Income Builder, Inc. | Jun 30, 2018 | 8.8M | 192.5M | 1.9% |
| Europacific Growth Fund | Jun 30, 2018 | 8.5M | 185.5M | 1.8% |
| Capital World Growth and Income Fund | Jun 30, 2018 | 6.4M | 140.5M | 1.4% |
| Vanguard International Stock Index-Total Intl Stock Indx | Jan 31, 2018 | 5.4M | 149.0M | 1.2% |
| Price (T.Rowe) International Value Equity Fund | Jun 30, 2018 | 5.1M | 111.7M | 1.1% |
| American Fds International Growth & Income Fd | Jun 30, 2018 | 3.4M | 75.4M | 0.7% |
| Price (T.Rowe) Overseas Stock Fund | Jun 30, 2018 | 2.8M | 62.2M | 0.6% |
| BlackRock Global Allocation Fund | Jan 31, 2018 | 2.7M | 73.7M | 0.6% |
| Vanguard Tax Managed Fund-Vanguard Developed Markets Index Fund | Dec 31, 2017 | 2.2M | 59.3M | 0.5% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.