Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| First Eagle Funds-First Eagle Global Fund | Jan 31, 2026 | 23.2M | 510.2M | 4.3% |
| Income Fund of America | Jan 31, 2026 | 23.1M | 507.1M | 4.3% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 18.0M | 396.5M | 3.4% |
| VANGUARD WORLD FUND-Vanguard International Growth Fund | Nov 30, 2025 | 13.8M | 304.5M | 2.6% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 11.5M | 253.4M | 2.2% |
| EuroPacific Growth Fund-EUPAC Fund | Dec 31, 2025 | 10.5M | 231.5M | 2.0% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 8.8M | 192.8M | 1.6% |
| HARTFORD MUTUAL Fd.S II INC-Hartford Schroders Intl Stock Fd. | Jan 31, 2026 | 8.0M | 176.1M | 1.5% |
| First Eagle Funds-First Eagle Overseas Fund | Jan 31, 2026 | 7.8M | 170.9M | 1.5% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Feb 28, 2026 | 4.7M | 103.2M | 0.9% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.