Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 26.7M | 66.1B | 1.4% |
| NEW PERSPECTIVE FUND | Dec 31, 2025 | 18.6M | 46.1B | 1.0% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 17.2M | 42.6B | 0.9% |
| Artisan Partners Funds Inc.-Artisan International Value Fund | Dec 31, 2025 | 17.2M | 42.6B | 0.9% |
| VANGUARD WORLD FUND-Vanguard International Growth Fund | Nov 30, 2025 | 13.9M | 34.5B | 0.7% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 12.5M | 31.0B | 0.7% |
| MFS Series Trust XVII-MFS International Equity Fund | Dec 31, 2025 | 10.5M | 26.0B | 0.6% |
| Capital Income Builder | Dec 31, 2025 | 9.9M | 24.5B | 0.5% |
| EuroPacific Growth Fund-EUPAC Fund | Dec 31, 2025 | 7.6M | 18.8B | 0.4% |
| CAUSEWAY CAPITAL MANAGEMENT TRUST-CAUSEWAY INTERNATIONAL VALUE FUND | Dec 31, 2025 | 7.3M | 18.0B | 0.4% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.