Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| SmallCap World Fund Inc | Mar 31, 2026 | 6.0M | 97.6M | 3.5% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 2.4M | 38.6M | 1.4% |
| Templeton Funds-Templeton Foreign Fund | Feb 28, 2026 | 1.7M | 27.1M | 1.0% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 1.5M | 24.7M | 0.9% |
| HARTFORD MUTUAL FUNDS INC/CT-The Hartford International Value Fund | Jan 31, 2026 | 1.5M | 23.9M | 0.9% |
| iShares Trust-iShares Core MSCI EAFE ETF | Apr 30, 2026 | 1.2M | 19.9M | 0.7% |
| DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT. | Jan 31, 2026 | 1.1M | 17.9M | 0.6% |
| VANGUARD TRUSTEES' EQUITY FUND-Vanguard International Value Fund | Jan 31, 2026 | 1.1M | 17.5M | 0.6% |
| HARRIS ASSOCIATES INVESTMENT TRT-Oakmark Intl Small Cap Fd. | Mar 31, 2026 | 696.7K | 11.3M | 0.4% |
| AMERICAN FUNDS INSURANCE SERIES-Global Small Capitalization Fund | Mar 31, 2026 | 676.7K | 11.0M | 0.4% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.