Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jul 31, 2025 | 431.4K | 77.1M | 1.5% |
| HARTFORD MUTUAL FUNDS INC/CT-The Hartford International Value Fund | Jul 31, 2025 | 280.5K | 50.1M | 1.0% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Sep 30, 2025 | 255.0K | 45.6M | 0.9% |
| iShares Trust-iShares Core MSCI EAFE ETF | Sep 30, 2025 | 194.9K | 34.8M | 0.7% |
| SEI INSTITUTIONAL INVESTMENTS TRUST-SIIT World Equity EX-US Fund | Sep 30, 2025 | 170.0K | 30.4M | 0.6% |
| BLACKROCK LARGE CAP FOCUS VALUE FUND, INC. | Sep 30, 2025 | 158.1K | 28.3M | 0.6% |
| NEW PERSPECTIVE FUND | Sep 30, 2025 | 138.1K | 24.7M | 0.5% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Global Capital Cycles Fund | Jul 31, 2025 | 105.8K | 18.9M | 0.4% |
| DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT. | Jul 31, 2025 | 102.0K | 18.2M | 0.3% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Sep 30, 2025 | 100.7K | 18.0M | 0.3% |
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