Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| EuroPacific Growth Fund-EUPAC Fund | Dec 31, 2025 | 46.1M | 488.1M | 4.9% |
| NEW PERSPECTIVE FUND | Dec 31, 2025 | 14.0M | 148.2M | 1.5% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 13.9M | 147.2M | 1.5% |
| HARTFORD MUTUAL Fd.S II INC-Hartford Schroders Intl Stock Fd. | Jan 31, 2026 | 11.9M | 126.5M | 1.3% |
| NEW ECONOMY FUND | Dec 31, 2025 | 11.7M | 123.9M | 1.3% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 9.0M | 95.6M | 1.0% |
| VANGUARD WORLD FUND-Vanguard International Growth Fund | Nov 30, 2025 | 8.9M | 93.8M | 0.9% |
| BNY Mellon Strategic Funds, Inc.-BNY Mellon International Stock Fund | Nov 30, 2025 | 7.2M | 76.3M | 0.8% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 6.7M | 70.9M | 0.7% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Feb 28, 2026 | 3.5M | 37.3M | 0.4% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.