Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Income Fund of America | Mar 31, 2026 | 10M | 260.6M | 2.2% |
| CAPITAL WORLD GROWTH & INCOME FUND | Mar 31, 2026 | 5.9M | 152.9M | 1.3% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 5.1M | 132.3M | 1.1% |
| John Hancock Investment Trust-Disciplined Value International Fund | Mar 31, 2026 | 3.4M | 87.4M | 0.7% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 3.3M | 85.3M | 0.7% |
| VANGUARD TRUSTEES' EQUITY FUND-Vanguard International Value Fund | Jan 31, 2026 | 2.4M | 63.2M | 0.5% |
| iShares Trust-iShares Core MSCI EAFE ETF | Mar 31, 2026 | 2.4M | 62.4M | 0.5% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Feb 28, 2026 | 1.2M | 32.3M | 0.3% |
| iShares Trust-iShares MSCI EAFE ETF | Mar 31, 2026 | 1.2M | 30.8M | 0.3% |
| EuroPacific Growth Fund-EUPAC Fund | Mar 31, 2026 | 1.0M | 26.4M | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.