Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core MSCI EAFE ETF | Feb 28, 2026 | 7.3M | 1.1B | 0.6% |
| iShares Trust-iShares MSCI EAFE ETF | Feb 28, 2026 | 3.6M | 543.2M | 0.3% |
| WASHINGTON MUTUAL INVESTORS FUND | Mar 31, 2026 | 3.1M | 464.1M | 0.3% |
| iShares Trust-iShares Core MSCI Total International Stock ETF | Feb 28, 2026 | 1.4M | 208.4M | 0.1% |
| iShares Trust-iShares Core MSCI International Developed Markets ETF | Feb 28, 2026 | 1.0M | 156.3M | 0.1% |
| -Price (T.Rowe) International Growth Equity Trust | Dec 31, 2025 | 1.1M | 159.4M | 0.1% |
| iShares Trust-iShares MSCI EAFE Growth ETF | Feb 28, 2026 | 992.3K | 149.3M | 0.1% |
| GLOBAL X FUNDS-Global X Artificial Intelligence & Technology ETF | Feb 28, 2026 | 868.9K | 130.8M | 0.1% |
| Fidelity Hastings Street Trust-Fidelity Series Large Cap Stock Fund | Feb 28, 2026 | 754.2K | 113.5M | 0.1% |
| Fidelity Rutland Square TRT II-Strategic Advisers Fidelity U.S. Total | Feb 28, 2026 | 572.2K | 86.1M | 0.1% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.