Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| JANUS INVESTMENT FUND-Janus Henderson Global Equity Income Fund | Mar 31, 2026 | 18.5M | 84.6M | 1.8% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 14.6M | 67.0M | 1.4% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 9.2M | 42.0M | 0.9% |
| HARTFORD MUTUAL FUNDS INC/CT-The Hartford International Value Fund | Jan 31, 2026 | 8.5M | 38.8M | 0.8% |
| iShares Trust-iShares Core MSCI EAFE ETF | Apr 30, 2026 | 7.1M | 32.3M | 0.7% |
| DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Real Estate Securities PO | Jan 31, 2026 | 6.6M | 30.0M | 0.6% |
| College Retirement Equities Fd.-College Retirement Equities Fd. - Tota | Dec 31, 2025 | 4.3M | 19.7M | 0.4% |
| iShares Trust-iShares MSCI EAFE Small-Cap ETF | Apr 30, 2026 | 4.0M | 18.4M | 0.4% |
| Principal Funds, Inc-Global Real Estate Securities Fund | Jan 31, 2026 | 3.7M | 16.8M | 0.4% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard Global ex-U.S. Real Estate Inde | Jan 31, 2026 | 3.5M | 15.9M | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.