Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Dodge & Cox Funds-Dodge & Cox International Stock Fund | Dec 31, 2025 | 14.1M | 744.7M | 1.3% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 13.5M | 716.7M | 1.2% |
| Income Fund of America | Mar 31, 2026 | 10.8M | 572.5M | 1.0% |
| EuroPacific Growth Fund-EUPAC Fund | Mar 31, 2026 | 9.4M | 499.7M | 0.8% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 8.7M | 462.9M | 0.8% |
| NEW PERSPECTIVE FUND | Mar 31, 2026 | 6.8M | 360.9M | 0.6% |
| iShares Trust-iShares Core MSCI EAFE ETF | Mar 31, 2026 | 6.5M | 343.0M | 0.6% |
| CAPITAL WORLD GROWTH & INCOME FUND | Mar 31, 2026 | 5.8M | 306.7M | 0.5% |
| Capital Income Builder | Mar 31, 2026 | 5.6M | 295.1M | 0.5% |
| THORNBURG INVESTMENT TRUST-Thornburg Investment Income Builder Fund | Dec 31, 2025 | 4.8M | 255.3M | 0.4% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.