Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 46.3M | 1.6B | 1.4% |
| EuroPacific Growth Fund-EUPAC Fund | Dec 31, 2025 | 46.3M | 1.6B | 1.4% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 30.1M | 1.1B | 0.9% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 22.1M | 776.7M | 0.6% |
| Capital Income Builder | Jan 31, 2026 | 15.0M | 526.7M | 0.4% |
| Income Fund of America | Jan 31, 2026 | 13.5M | 475.0M | 0.4% |
| New World Fund Inc | Jan 31, 2026 | 12.7M | 446.2M | 0.4% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Feb 28, 2026 | 11.7M | 413.1M | 0.3% |
| iShares Trust-iShares MSCI EAFE ETF | Jan 31, 2026 | 11.1M | 390.8M | 0.3% |
| CAPITAL WORLD GROWTH & INCOME FUND | Dec 31, 2025 | 10.9M | 382.7M | 0.3% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.