Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 14.5M | 49.1M | 1.5% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 9.2M | 31.2M | 0.9% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Global Capital Cycles Fund | Jan 31, 2026 | 7.8M | 26.2M | 0.8% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 7.4M | 25.2M | 0.8% |
| Fidelity School Street Trust-Fidelity Advisor Multi-Asset Income Fund | Feb 28, 2026 | 6.9M | 23.2M | 0.7% |
| Bridge Builder Trust-Bridge Builder International Equity Fund | Dec 31, 2025 | 6.8M | 22.9M | 0.7% |
| DFA INVESTMENT TRUST CO-The United Kingdom Small Company Series | Jan 31, 2026 | 5.6M | 18.9M | 0.6% |
| HARBOR FUNDS-Harbor International Fund | Jan 31, 2026 | 5.4M | 18.3M | 0.5% |
| DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT. | Jan 31, 2026 | 4.7M | 15.8M | 0.5% |
| College Retirement Equities Fd.-College Retirement Equities Fd. - Tota | Dec 31, 2025 | 4.6M | 15.7M | 0.5% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.