Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| AMERICAN FUNDS INSURANCE SERIES-Eupac Fund | Sep 30, 2026 | 3.2M | 246.6M | 3.1% |
| CAUSEWAY CAPITAL MANAGEMENT TRUST-CAUSEWAY INTERNATIONAL VALUE FUND | Jun 30, 2026 | 2.5M | 190.3M | 2.4% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jul 31, 2026 | 1.0M | 77.2M | 1.0% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Jun 30, 2026 | 678.3K | 51.6M | 0.7% |
| iShares Trust-iShares Core MSCI EAFE ETF | Sep 30, 2026 | 537.6K | 40.9M | 0.5% |
| New World Fund Inc | Sep 30, 2026 | 492.9K | 37.5M | 0.5% |
| Dimensional ETF Trust-Dimensional International Small Cap Value ETF | Jul 31, 2026 | 389.8K | 29.6M | 0.4% |
| SmallCap World Fund Inc | Sep 30, 2026 | 377.4K | 28.7M | 0.4% |
| JNL Series Trust-JNL/CAUSEWAY INTERNATIONAL VALUE SELECT FUND | Jun 30, 2026 | 304.6K | 23.2M | 0.3% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Sep 30, 2026 | 276.2K | 21.0M | 0.3% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.