Congress Holdings

Most held

CSPAX

SMALLCAP World Fund, Inc., Class 529-A Shares

Listed by 1 member on their latest annual reports (2 rows: one member can hold it in several accounts or through a spouse).

Each row is as of the date its report was filed, not live, and links to the page of the filing it came from.

Sorted by the lower bound of the disclosed value band, largest band first, then by member.

MemberOwnerAs printed on the filingValue bandAs of
Jimmy Panetta CA-19 Dependent child Citigroup Global Markets, Inc. 529 Plan ⇒ SMALLCAP World Fund, Inc., Class 529-A Shares (CSPAX) MF $1,001 - $15,000 August 13, 2026
filing 10074944, p. 2
Jimmy Panetta CA-19 Dependent child Morgan Stanley 529, DC1, account 1 ⇒ SMALLCAP World Fund, Inc., Class 529-A Shares (CSPAX) MF $1,001 - $15,000 August 13, 2026
filing 10074944, p. 3

How the count is made: see Most held.