Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 124.1M | 33.9B | 1.5% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 80.1M | 21.9B | 1.0% |
| INVESTMENT CO OF AMERICA | Mar 31, 2026 | 79.1M | 21.6B | 0.9% |
| AMERICAN FUNDS FUNDAMENTAL INVESTORS | Mar 31, 2026 | 76.7M | 21.0B | 0.9% |
| EuroPacific Growth Fund-EUPAC Fund | Mar 31, 2026 | 74.7M | 20.4B | 0.9% |
| NEW PERSPECTIVE FUND | Mar 31, 2026 | 70.8M | 19.4B | 0.9% |
| INVESTMENT MANAGERS SERIES TRUST-WCM Focused International Growth Fund | Mar 31, 2026 | 61.9M | 16.9B | 0.7% |
| iShares Trust-iShares Core MSCI EAFE ETF | Mar 31, 2026 | 59.2M | 16.2B | 0.7% |
| GROWTH FUND OF AMERICA | Mar 31, 2026 | 55.6M | 15.2B | 0.7% |
| MFS Series Trust XVII-MFS International Equity Fund | Dec 31, 2025 | 45.9M | 12.6B | 0.6% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.