Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 87.2M | 1.8B | 1.4% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 56.8M | 1.2B | 0.9% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 42.2M | 890.8M | 0.7% |
| College Retirement Equities Fd.-College Retirement Equities Fd. - Tota | Dec 31, 2025 | 23.6M | 498.7M | 0.4% |
| EuroPacific Growth Fund-EUPAC Fund | Dec 31, 2025 | 22.2M | 469.1M | 0.4% |
| iShares Trust-iShares MSCI EAFE ETF | Jan 31, 2026 | 21.2M | 448.0M | 0.3% |
| iShares, Inc.-iShares MSCI Japan ETF | Jan 31, 2026 | 21.3M | 450.1M | 0.3% |
| MFS Series Trust XVII-MFS International Equity Fund | Dec 31, 2025 | 20.8M | 438.8M | 0.3% |
| NEW PERSPECTIVE FUND | Dec 31, 2025 | 19.4M | 409.1M | 0.3% |
| J.P. Morgan Exchange-Traded Fund Trust-JPMorgan BetaBuilders Japan ETF | Jan 31, 2026 | 17.7M | 373.0M | 0.3% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.