Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 153.8M | 1.9T | 1.3% |
| Dodge & Cox Funds-Dodge & Cox International Stock Fund | Dec 31, 2025 | 152.0M | 1.9T | 1.3% |
| NEW PERSPECTIVE FUND | Mar 31, 2026 | 104.4M | 1.3T | 0.9% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 99.3M | 1.2T | 0.9% |
| Goldman Sachs TRT II-Goldman Sachs GQG Part. Intl Opportunities Fd. | Jan 31, 2026 | 78.4M | 978.4B | 0.7% |
| AMERICAN FUNDS FUNDAMENTAL INVESTORS | Dec 31, 2025 | 75.6M | 943.2B | 0.6% |
| iShares Trust-iShares Core MSCI EAFE ETF | Feb 28, 2026 | 69.5M | 867.8B | 0.6% |
| HARRIS ASSOCIATES INVESTMENT TRUST-Oakmark International Fund | Dec 31, 2025 | 66.8M | 834.0B | 0.6% |
| CAPITAL WORLD GROWTH & INCOME FUND | Dec 31, 2025 | 65.8M | 821.3B | 0.6% |
| MFS SERIES TRUST X-MFS International Intrinsic Value Fund | Nov 30, 2025 | 61.9M | 772.9B | 0.5% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.