Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| SmallCap World Fund Inc | Dec 31, 2025 | 19.0M | 1.9B | 4.5% |
| NEW ECONOMY FUND | Dec 31, 2025 | 13.7M | 1.4B | 3.3% |
| MFS Series Trust V-MFS International New Discovery Fund | Dec 31, 2025 | 6.1M | 617.9M | 1.5% |
| Intl Growth & Income Fd.-Intl Growth and Income Fd. | Dec 31, 2025 | 5.9M | 596.9M | 1.4% |
| LAZARD FUNDS INC-Lazard Emerging Markets Equity Portfolio | Dec 31, 2025 | 5.0M | 505.7M | 1.2% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 4.5M | 456.9M | 1.1% |
| FINANCIAL INVESTORS TRUST-Seafarer Overseas Growth and Income Fund | Jan 31, 2026 | 3.8M | 381.2M | 0.9% |
| HARTFORD MUTUAL FUNDS INC/CT-The Hartford International Value Fund | Jan 31, 2026 | 3.3M | 333.1M | 0.8% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 3.0M | 299.6M | 0.7% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 2.3M | 227.2M | 0.5% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.