Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 43.2M | 990.3M | 1.5% |
| EuroPacific Growth Fund-EUPAC Fund | Dec 31, 2025 | 29.3M | 672.6M | 1% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 28.1M | 644.7M | 1.0% |
| Capital Income Builder | Jan 31, 2026 | 21.6M | 494.4M | 0.7% |
| MFS Series Trust XVII-MFS International Equity Fund | Dec 31, 2025 | 21.0M | 482.0M | 0.7% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 20.7M | 474.3M | 0.7% |
| CAPITAL WORLD GROWTH & INCOME FUND | Dec 31, 2025 | 16.6M | 379.8M | 0.6% |
| -Price (T.Rowe) International Value Equity Trust | Sep 30, 2025 | 13.9M | 319.8M | 0.5% |
| College Retirement Equities Fd.-College Retirement Equities Fd. - Tota | Dec 31, 2025 | 12.6M | 288.2M | 0.4% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Feb 28, 2026 | 11.0M | 252.8M | 0.4% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.