Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| First Eagle Funds-First Eagle Global Fund | Oct 31, 2025 | 54.9M | 2.4B | 1.6% |
| Dodge & Cox Funds-Dodge & Cox International Stock Fund | Dec 31, 2025 | 47.4M | 2.1B | 1.4% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 26.1M | 1.1B | 0.8% |
| First Eagle Funds-First Eagle Overseas Fund | Oct 31, 2025 | 25.3M | 1.1B | 0.7% |
| Capital Income Builder | Dec 31, 2025 | 24.3M | 1.1B | 0.7% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 16.9M | 740.4M | 0.5% |
| New World Fund Inc | Dec 31, 2025 | 14.0M | 614.8M | 0.4% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 13.5M | 589.1M | 0.4% |
| HARTFORD MUTUAL FUNDS INC/CT-The Hartford International Value Fund | Oct 31, 2025 | 10.3M | 451.0M | 0.3% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard Global ex-U.S. Real Estate Inde | Oct 31, 2025 | 7.1M | 312.7M | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.