Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 63.8M | 32.7B | 1.4% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 41.5M | 21.3B | 0.9% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 31.4M | 16.1B | 0.7% |
| MFS Series Trust XVII-MFS International Equity Fund | Dec 31, 2025 | 24.8M | 12.7B | 0.6% |
| EuroPacific Growth Fund-EUPAC Fund | Dec 31, 2025 | 22.7M | 11.6B | 0.5% |
| College Retirement Equities Fd.-College Retirement Equities Fd. - Tota | Dec 31, 2025 | 20.1M | 10.3B | 0.4% |
| CAPITAL WORLD GROWTH & INCOME FUND | Dec 31, 2025 | 18.3M | 9.4B | 0.4% |
| NEW PERSPECTIVE FUND | Dec 31, 2025 | 17.9M | 9.2B | 0.4% |
| New World Fund Inc | Jan 31, 2026 | 17.9M | 9.2B | 0.4% |
| MFS SERIES TRUST X-MFS International Growth Fund | Nov 30, 2025 | 17.7M | 9.1B | 0.4% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.