Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core MSCI EAFE ETF | Mar 31, 2026 | 5.0M | 1.6B | 0.7% |
| iShares Trust-iShares MSCI EAFE ETF | Mar 31, 2026 | 2.4M | 774.8M | 0.3% |
| iShares Trust-iShares MSCI EAFE Value ETF | Mar 31, 2026 | 1.8M | 583.3M | 0.3% |
| Income Fund of America | Mar 31, 2026 | 1.0M | 328.0M | 0.2% |
| Capital Income Builder | Mar 31, 2026 | 840.5K | 267.6M | 0.1% |
| SPDR INDEX SHARES Fd.S-State Street SPDR PORT. Developed World ex-US E | Mar 31, 2026 | 833.8K | 265.5M | 0.1% |
| EuroPacific Growth Fund-EUPAC Fund | Mar 31, 2026 | 795.7K | 253.4M | 0.1% |
| iShares Trust-iShares Core MSCI International Developed Markets ETF | Mar 31, 2026 | 703.7K | 224.1M | 0.1% |
| NEW PERSPECTIVE FUND | Mar 31, 2026 | 506.8K | 161.4M | 0.1% |
| iShares, Inc.-iShares MSCI Switzerland ETF | Mar 31, 2026 | 525.9K | 167.4M | 0.1% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.