Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| AMERICAN FUNDS INSURANCE SERIES-Eupac Fund | Sep 30, 2026 | 122.2M | 305.4M | 1.2% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jul 31, 2026 | 82.1M | 205.3M | 0.8% |
| T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Overseas Stock Fd. | Jul 31, 2026 | 61.0M | 152.4M | 0.6% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Jun 30, 2026 | 54.4M | 135.9M | 0.6% |
| THORNBURG INVESTMENT TRUST-Thornburg Investment Income Builder Fund | Jun 30, 2026 | 48.9M | 122.2M | 0.5% |
| Intl Growth & Income Fd.-Intl Growth and Income Fd. | Sep 30, 2026 | 46.4M | 115.9M | 0.5% |
| iShares Trust-iShares Core MSCI EAFE ETF | Aug 31, 2026 | 43.4M | 108.5M | 0.4% |
| HARTFORD MUTUAL FUNDS INC/CT-The Hartford International Value Fund | Jul 31, 2026 | 44.1M | 110.2M | 0.4% |
| TR PRICE-Price (T.Rowe) International Core Equity Trust | Jun 30, 2026 | 44.0M | 110.0M | 0.4% |
| TR PRICE-Price (T.Rowe) International Value Equity Trust | Jun 30, 2026 | 41.5M | 103.7M | 0.4% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.