Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 82.3M | 1.5B | 1.4% |
| EuroPacific Growth Fund-EUPAC Fund | Dec 31, 2025 | 64.4M | 1.2B | 1.1% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 53.5M | 963.3M | 0.9% |
| New World Fund Inc | Dec 31, 2025 | 39.7M | 713.6M | 0.7% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Jan 31, 2026 | 20.8M | 373.7M | 0.4% |
| Capital Income Builder | Dec 31, 2025 | 18.4M | 330.2M | 0.3% |
| VANGUARD WORLD FUND-Vanguard International Growth Fund | Nov 30, 2025 | 18.7M | 336.0M | 0.3% |
| Income Fund of America | Dec 31, 2025 | 18.1M | 326.5M | 0.3% |
| College Retirement Equities Fd.-College Retirement Equities Fd. - Tota | Dec 31, 2025 | 17.5M | 314.0M | 0.3% |
| CAPITAL WORLD GROWTH & INCOME FUND | Dec 31, 2025 | 16.5M | 296.7M | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.