Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Europacific Growth Fund | Jun 30, 2018 | 147.1M | 1.1B | 7.3% |
| Income Fund of America Inc | Jun 30, 2018 | 44.2M | 336.1M | 2.2% |
| Capital World Growth and Income Fund | Jun 30, 2018 | 28.7M | 218.4M | 1.4% |
| Growth Fund Of America Inc | Jun 30, 2018 | 25.5M | 194.0M | 1.3% |
| American Fds International Growth & Income Fd | Jun 30, 2018 | 17.4M | 132.5M | 0.9% |
| Vanguard International Stock Index-Total Intl Stock Indx | Jan 31, 2018 | 13.5M | 99.7M | 0.7% |
| New Perspective Fund Inc | Jun 30, 2018 | 13.0M | 98.6M | 0.6% |
| Vanguard Tax Managed Fund-Vanguard Developed Markets Index Fund | Dec 31, 2017 | 5.5M | 39.8M | 0.3% |
| Columbia Fds Var Ins Tr-Lazard International Equity Advantage Fd | Dec 31, 2017 | 4.2M | 30.6M | 0.2% |
| iShares MSCI Eafe ETF | Jun 30, 2018 | 3.3M | 24.9M | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.