Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| MFS Series Trust XVII-MFS International Equity Fund | Jun 30, 2026 | 2.1M | 67.0M | 3.4% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jul 31, 2026 | 469.1K | 15.3M | 0.8% |
| MFS SERIES TRUST X-MFS International Intrinsic Value Fund | May 31, 2026 | 453.1K | 14.8M | 0.8% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Jun 30, 2026 | 310.5K | 10.1M | 0.5% |
| iShares Trust-iShares Core MSCI EAFE ETF | Aug 31, 2026 | 290K | 9.5M | 0.5% |
| DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT. | Jul 31, 2026 | 156.1K | 5.1M | 0.3% |
| HARTFORD MUTUAL Fd.S II INC-Hartford Schroders Intl Contrarian Value F | Jul 31, 2026 | 121.7K | 4.0M | 0.2% |
| iShares Trust-iShares MSCI EAFE Small-Cap ETF | Aug 31, 2026 | 115.9K | 3.8M | 0.2% |
| DFA INVESTMENT TRUST CO-The Japanese Small Company Series | Jul 31, 2026 | 85.6K | 2.8M | 0.1% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd. | Jul 31, 2026 | 75.9K | 2.5M | 0.1% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.