Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 118.2M | 969.6M | 1.5% |
| Capital Income Builder | Mar 31, 2026 | 106.7M | 874.6M | 1.3% |
| EuroPacific Growth Fund-EUPAC Fund | Mar 31, 2026 | 80.7M | 662.0M | 1.0% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Mar 31, 2026 | 77.3M | 634.2M | 1.0% |
| MFS Series Trust XVII-MFS International Equity Fund | Mar 31, 2026 | 72.1M | 590.9M | 0.9% |
| Income Fund of America | Mar 31, 2026 | 70.2M | 575.9M | 0.9% |
| MFS SERIES TRUST X-MFS International Intrinsic Value Fund | Feb 28, 2026 | 68.1M | 558.4M | 0.9% |
| iShares Trust-iShares Core MSCI EAFE ETF | Apr 30, 2026 | 57.0M | 467.4M | 0.7% |
| CAPITAL WORLD GROWTH & INCOME FUND | Mar 31, 2026 | 48.7M | 399.6M | 0.6% |
| Fidelity Investment Trust-Fidelity Series Overseas Fund | Apr 30, 2026 | 47.5M | 389.3M | 0.6% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.