Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| EuroPacific Growth Fund-EUPAC Fund | Dec 31, 2025 | 45.7M | 706.2M | 2.4% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 26.7M | 413.3M | 1.4% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Health Care Fund | Jan 31, 2026 | 18.4M | 284.1M | 1.0% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 17.4M | 269.2M | 0.9% |
| CAPITAL WORLD GROWTH & INCOME FUND | Dec 31, 2025 | 15.2M | 235.4M | 0.8% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 12.3M | 190.8M | 0.6% |
| MFS SERIES TRUST X-MFS International Growth Fund | Nov 30, 2025 | 10.3M | 159.9M | 0.6% |
| INVESTMENT CO OF AMERICA | Dec 31, 2025 | 9.9M | 153.1M | 0.5% |
| MFS SERIES TRUST I-MFS Research International Fund | Nov 30, 2025 | 8.5M | 130.7M | 0.5% |
| College Retirement Equities Fd.-College Retirement Equities Fd. - Tota | Dec 31, 2025 | 7.4M | 115.1M | 0.4% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.