Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 43.5M | 1.3B | 1.5% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 28.1M | 821.8M | 1.0% |
| MFS Series Trust XVII-MFS International Equity Fund | Dec 31, 2025 | 21.0M | 614.4M | 0.7% |
| iShares Trust-iShares Core MSCI EAFE ETF | Mar 31, 2026 | 20.6M | 602.9M | 0.7% |
| Capital Income Builder | Mar 31, 2026 | 19.2M | 560.3M | 0.7% |
| CAPITAL WORLD GROWTH & INCOME FUND | Mar 31, 2026 | 17.7M | 516.8M | 0.6% |
| EuroPacific Growth Fund-EUPAC Fund | Mar 31, 2026 | 14.5M | 425.2M | 0.5% |
| College Retirement Equities Fd.-College Retirement Equities Fd. - Tota | Dec 31, 2025 | 12.6M | 367.3M | 0.4% |
| -Price (T.Rowe) International Value Equity Trust | Dec 31, 2025 | 11.7M | 343.5M | 0.4% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Feb 28, 2026 | 11.0M | 322.3M | 0.4% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.