Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| AMERICAN BALANCED FUND | Mar 31, 2026 | 156.2M | 1.2B | 1.3% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 153.8M | 1.2B | 1.3% |
| Dodge & Cox Funds-Dodge & Cox International Stock Fund | Dec 31, 2025 | 152.0M | 1.2B | 1.3% |
| NEW PERSPECTIVE FUND | Mar 31, 2026 | 104.4M | 808.0M | 0.9% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 99.3M | 768.5M | 0.9% |
| CAPITAL WORLD GROWTH & INCOME FUND | Mar 31, 2026 | 97.1M | 751.6M | 0.8% |
| Goldman Sachs TRT II-Goldman Sachs GQG Part. Intl Opportunities Fd. | Jan 31, 2026 | 78.4M | 606.8M | 0.7% |
| EuroPacific Growth Fund-EUPAC Fund | Mar 31, 2026 | 73.2M | 566.2M | 0.6% |
| iShares Trust-iShares Core MSCI EAFE ETF | Mar 31, 2026 | 70.3M | 544.1M | 0.6% |
| HARRIS ASSOCIATES INVESTMENT TRUST-Oakmark International Fund | Dec 31, 2025 | 66.8M | 517.2M | 0.6% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.