Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| THORNBURG INVESTMENT TRUST-Thornburg Investment Income Builder Fund | Dec 31, 2025 | 9.6M | 762.7M | 3.7% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 3.8M | 299.6M | 1.4% |
| Bernstein Fund Inc-International Strategic Equities Portfolio | Dec 31, 2025 | 2.9M | 234.1M | 1.1% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 2.5M | 198.6M | 1.0% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 1.8M | 145.2M | 0.7% |
| THORNBURG INVESTMENT TRUST-Thornburg International Equity Fund | Dec 31, 2025 | 1.6M | 129.5M | 0.6% |
| HARTFORD MUTUAL FUNDS INC/CT-The Hartford International Value Fund | Jan 31, 2026 | 1.5M | 120.7M | 0.6% |
| Dimensional ETF Trust-Dimensional International Value ETF | Jan 31, 2026 | 1.0M | 82.1M | 0.4% |
| DFA INVESTMENT TRUST CO-The DFA International Value Series | Jan 31, 2026 | 1.0M | 80.5M | 0.4% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Feb 28, 2026 | 981.1K | 78.1M | 0.4% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.