Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund | Dec 31, 2025 | 2.1M | 107.5M | 2.4% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 1.4M | 73.9M | 1.7% |
| T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Overseas Stock Fd. | Oct 31, 2025 | 931.9K | 48.5M | 1.1% |
| -Price (T.Rowe) International Core Equity Trust | Sep 30, 2025 | 778.7K | 40.5M | 0.9% |
| HARTFORD MUTUAL FUNDS INC/CT-The Hartford International Value Fund | Oct 31, 2025 | 766.1K | 39.8M | 0.9% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 680.7K | 35.4M | 0.8% |
| TRANSAMERICA FUNDS-Transamerica International Equity | Oct 31, 2025 | 658.1K | 34.2M | 0.8% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 585.3K | 30.4M | 0.7% |
| Fidelity Puritan Trust-Fidelity Low-Priced Stock K6 Fund | Dec 31, 2025 | 375.1K | 19.5M | 0.4% |
| Fidelity Rutland Square TRT II-Strategic Advisers Fidelity U.S. Total | Jan 31, 2026 | 368.8K | 19.2M | 0.4% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.