Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 34.0M | 120.2M | 1.4% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 22.8M | 80.4M | 0.9% |
| DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Real Estate Securities PO | Oct 31, 2025 | 17.0M | 60.0M | 0.7% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 16.6M | 58.8M | 0.7% |
| VANGUARD HORIZON FUNDS-Vanguard International Core Stock Fund | Dec 31, 2025 | 10.7M | 37.6M | 0.4% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Jan 31, 2026 | 8.7M | 30.8M | 0.4% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard Global ex-U.S. Real Estate Inde | Oct 31, 2025 | 8.7M | 30.9M | 0.4% |
| Principal Funds, Inc-Global Real Estate Securities Fund | Oct 31, 2025 | 8.4M | 29.7M | 0.3% |
| iShares Trust-iShares MSCI EAFE ETF | Jan 31, 2026 | 8.3M | 29.4M | 0.3% |
| J.P. Morgan Exch-Trd Fd. TRT-JPMorgan BetaBuilders Developed Asia Paci | Oct 31, 2025 | 6.5M | 23.1M | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.