Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| MFS Series Trust XVII-MFS International Equity Fund | Jun 30, 2026 | 6.2M | 349.5M | 1.4% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jul 31, 2026 | 4.6M | 257.9M | 1.0% |
| Income Fund of America | Sep 30, 2026 | 4.5M | 253.1M | 1% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Jun 30, 2026 | 3.1M | 172.5M | 0.7% |
| Fidelity Investment Trust-Fidelity Series International Growth Fund | Aug 31, 2026 | 2.6M | 143.0M | 0.6% |
| iShares Trust-iShares Core MSCI EAFE ETF | Sep 30, 2026 | 2.5M | 138.0M | 0.5% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Aug 31, 2026 | 1.3M | 72.1M | 0.3% |
| iShares Trust-iShares MSCI EAFE ETF | Sep 30, 2026 | 1.2M | 65.6M | 0.3% |
| Fidelity Investment Trust-Fidelity International Growth Fund | Aug 31, 2026 | 887.8K | 49.7M | 0.2% |
| Fidelity Commonwealth Trust II-Fidelity Enhanced International ETF | Sep 30, 2026 | 866.4K | 48.5M | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.