Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 9.5M | 655.4M | 1.5% |
| First Eagle Funds-First Eagle Global Fund | Jan 31, 2026 | 8.7M | 603.7M | 1.4% |
| Dodge & Cox Funds-Dodge & Cox International Stock Fund | Dec 31, 2025 | 7.0M | 480.2M | 1.1% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 6.2M | 426.6M | 1.0% |
| CAUSEWAY CAPITAL MANAGEMENT TRUST-CAUSEWAY INTERNATIONAL VALUE FUND | Dec 31, 2025 | 6.1M | 419.0M | 0.9% |
| MFS SERIES TRUST I-MFS Value Fund | Nov 30, 2025 | 4.7M | 327.6M | 0.7% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 4.5M | 307.7M | 0.7% |
| MFS SERIES TRUST X-MFS International Growth Fund | Nov 30, 2025 | 4.4M | 306.3M | 0.7% |
| HARRIS ASSOCIATES INVESTMENT TRUST-Oakmark International Fund | Dec 31, 2025 | 4.2M | 291.3M | 0.7% |
| First Eagle Funds-First Eagle Overseas Fund | Jan 31, 2026 | 2.9M | 200.7M | 0.5% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.