Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| NEW PERSPECTIVE FUND | Mar 31, 2026 | 8.5M | 252.4M | 2.9% |
| Intl Growth & Income Fd.-Intl Growth and Income Fd. | Mar 31, 2026 | 2.9M | 87.0M | 1.0% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 2.7M | 81.3M | 0.9% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 1.8M | 52.1M | 0.6% |
| AMERICAN FUNDS INSURANCE SERIES-Global Growth Fund | Mar 31, 2026 | 1.7M | 50.1M | 0.6% |
| iShares Trust-iShares Core MSCI EAFE ETF | Mar 31, 2026 | 1.3M | 39.9M | 0.5% |
| Capital Group Global Growth Equity ETF | Feb 28, 2026 | 1.3M | 37.8M | 0.4% |
| HARTFORD MUTUAL FUNDS INC/CT-The Hartford International Value Fund | Jan 31, 2026 | 1.1M | 34.0M | 0.4% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Feb 28, 2026 | 701.2K | 20.8M | 0.2% |
| DFA INVESTMENT TRUST CO-The DFA International Value Series | Jan 31, 2026 | 674.8K | 20.0M | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.