Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Smallcap World Fund | Jun 30, 2023 | 2.0M | 166.5M | 2.6% |
| New Economy Fund (The) | Sep 30, 2023 | 692.3K | 58.8M | 0.9% |
| Vanguard International Stock Index-Total Intl Stock Indx | Jul 31, 2023 | 417.7K | 35.5M | 0.6% |
| Growth Fund Of America Inc | Sep 30, 2023 | 406.3K | 34.5M | 0.5% |
| Europacific Growth Fund | Sep 30, 2023 | 243.8K | 20.7M | 0.3% |
| Vanguard Tax Managed Fund-Vanguard Developed Markets Index Fund | Jun 30, 2023 | 248.3K | 21.1M | 0.3% |
| iShares Core MSCI EAFE ETF | Sep 30, 2023 | 186.6K | 15.8M | 0.3% |
| American Funds Insurance Ser-Global Small Capitalization Fund | Sep 30, 2023 | 177.0K | 15.0M | 0.2% |
| iShares MSCI Eafe ETF | Sep 30, 2023 | 104.6K | 8.9M | 0.1% |
| American Funds Insurance Ser-Global Growth Fund | Sep 30, 2023 | 93.4K | 7.9M | 0.1% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.