Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| EuroPacific Growth Fund-EUPAC Fund | Mar 31, 2026 | 116.5M | 273.0M | 1.2% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 82.5M | 193.4M | 0.8% |
| T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Overseas Stock Fd. | Jan 31, 2026 | 69.0M | 161.7M | 0.7% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 53.3M | 124.8M | 0.5% |
| -Price (T.Rowe) International Value Equity Trust | Dec 31, 2025 | 51.0M | 119.5M | 0.5% |
| -Price (T.Rowe) International Core Equity Trust | Dec 31, 2025 | 51.3M | 120.2M | 0.5% |
| Intl Growth & Income Fd.-Intl Growth and Income Fd. | Mar 31, 2026 | 46.4M | 108.6M | 0.5% |
| iShares Trust-iShares Core MSCI EAFE ETF | Apr 30, 2026 | 42.8M | 100.2M | 0.4% |
| HARTFORD MUTUAL FUNDS INC/CT-The Hartford International Value Fund | Jan 31, 2026 | 37.5M | 87.8M | 0.4% |
| T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Intl Value Eqy. Fd. | Jan 31, 2026 | 37.9M | 88.9M | 0.4% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.