Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Fidelity Balanced Fund | Jul 31, 2023 | 5.1M | 13.1M | 0.9% |
| DFA Investment Dimensions-Canadian Small Company Series | Jul 31, 2023 | 2.0M | 5.1M | 0.3% |
| DFA International Core Equity Portfolio | Jul 31, 2023 | 1.9M | 4.9M | 0.3% |
| AB High Income Fund | Jul 31, 2023 | 953.5K | 2.5M | 0.2% |
| Fidelity Advisor Balanced Fund | Aug 31, 2023 | 1.0M | 2.8M | 0.2% |
| iShares Core MSCI Total International Stock ETF | Aug 31, 2023 | 715.7K | 2.0M | 0.1% |
| AB Bond Fund Inc., AB Income Fund | Jul 31, 2023 | 599.7K | 1.5M | 0.1% |
| SEI Institutional Investment Tr-World Equity Ex-U.S. Fd | Sep 30, 2023 | 544.9K | 1.7M | 0.1% |
| Aegis Value, Inc. | Jun 30, 2023 | 500K | 1.1M | 0.1% |
| College Retirement Equities Fund-Stock Account | Jun 30, 2023 | 488.1K | 1.0M | 0.1% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.