Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| AMERICAN BALANCED FUND | Mar 31, 2026 | 155.4M | 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 | Mar 31, 2026 | 145.2M | 1.1B | 1.2% |
| NEW PERSPECTIVE FUND | Mar 31, 2026 | 104.1M | 807.1M | 0.9% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 99.3M | 769.5M | 0.9% |
| CAPITAL WORLD GROWTH & INCOME FUND | Mar 31, 2026 | 97.1M | 752.6M | 0.8% |
| Goldman Sachs TRT II-Goldman Sachs GQG Part. Intl Opportunities Fd. | Jan 31, 2026 | 78.4M | 607.6M | 0.7% |
| EuroPacific Growth Fund-EUPAC Fund | Mar 31, 2026 | 73.2M | 566.9M | 0.6% |
| iShares Trust-iShares Core MSCI EAFE ETF | Apr 30, 2026 | 71.0M | 550.3M | 0.6% |
| MFS SERIES TRUST X-MFS International Intrinsic Value Fund | Feb 28, 2026 | 60.9M | 472.2M | 0.5% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.