Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| SmallCap World Fund Inc | Mar 31, 2026 | 21.8M | 3.8B | 5.2% |
| NEW ECONOMY FUND | Mar 31, 2026 | 13.7M | 2.4B | 3.3% |
| MFS Series Trust V-MFS International New Discovery Fund | Mar 31, 2026 | 6.1M | 1.1B | 1.5% |
| Intl Growth & Income Fd.-Intl Growth and Income Fd. | Mar 31, 2026 | 5.9M | 1.0B | 1.4% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 4.6M | 806.3M | 1.1% |
| FINANCIAL INVESTORS TRUST-Seafarer Overseas Growth and Income Fund | Jan 31, 2026 | 3.8M | 667.3M | 0.9% |
| HARTFORD MUTUAL FUNDS INC/CT-The Hartford International Value Fund | Jan 31, 2026 | 3.3M | 583.1M | 0.8% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 3.0M | 524.4M | 0.7% |
| iShares Trust-iShares Core MSCI EAFE ETF | Apr 30, 2026 | 2.3M | 407.0M | 0.6% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Global Capital Cycles Fund | Jan 31, 2026 | 2.2M | 394.1M | 0.5% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.