Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| CAUSEWAY CAPITAL MANAGEMENT TRUST-CAUSEWAY INTERNATIONAL VALUE FUND | Jun 30, 2026 | 41.7M | 19.4B | 3.3% |
| Capital World Growth & Income Fund | Jun 30, 2026 | 31.0M | 14.5B | 2.5% |
| EuroPacific Growth Fund-EUPAC Fund | Jun 30, 2026 | 27.4M | 12.8B | 2.2% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jul 31, 2026 | 18.5M | 8.6B | 1.5% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Jun 30, 2026 | 12.2M | 5.7B | 1.0% |
| Franklin Value Investors Trust-FRANKLIN SMALL CAP VALUE FUND | Jul 31, 2026 | 9.7M | 4.5B | 0.8% |
| iShares Trust-iShares Core MSCI EAFE ETF | Aug 31, 2026 | 9.2M | 4.3B | 0.7% |
| Artisan Partners Funds Inc.-Artisan International Fund | Jun 30, 2026 | 8.9M | 4.2B | 0.7% |
| College Retirement Equities Fd.-College Retirement Equities Fd. - Tota | Jun 30, 2026 | 8.0M | 3.7B | 0.6% |
| Capital Group International Focus Equity ETF | May 31, 2026 | 7.0M | 3.3B | 0.6% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.