Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 124.1M | 140.7B | 1.5% |
| EuroPacific Growth Fund-EUPAC Fund | Dec 31, 2025 | 91.9M | 104.2B | 1.1% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 80.1M | 90.9B | 1.0% |
| INVESTMENT CO OF AMERICA | Mar 31, 2026 | 79.1M | 89.7B | 0.9% |
| AMERICAN FUNDS FUNDAMENTAL INVESTORS | Mar 31, 2026 | 76.7M | 87.0B | 0.9% |
| NEW PERSPECTIVE FUND | Mar 31, 2026 | 70.8M | 80.3B | 0.8% |
| INVESTMENT MANAGERS SERIES TRUST-WCM Focused International Growth Fund | Dec 31, 2025 | 70.6M | 80.1B | 0.8% |
| iShares Trust-iShares Core MSCI EAFE ETF | Feb 28, 2026 | 58.5M | 66.3B | 0.7% |
| MFS Series Trust XVII-MFS International Equity Fund | Dec 31, 2025 | 45.9M | 52.1B | 0.6% |
| New World Fund Inc | Mar 31, 2026 | 39.2M | 44.4B | 0.5% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.