Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| EuroPacific Growth Fund-EUPAC Fund | Sep 30, 2025 | 2.2M | 150.0M | 2.1% |
| CAUSEWAY CAPITAL MANAGEMENT TRUST-CAUSEWAY INTERNATIONAL VALUE FUND | Sep 30, 2025 | 1.8M | 121.5M | 1.7% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jul 31, 2025 | 1.0M | 68.9M | 1.0% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Sep 30, 2025 | 646.8K | 44.1M | 0.6% |
| iShares Trust-iShares Core MSCI EAFE ETF | Oct 31, 2025 | 500.0K | 34.1M | 0.5% |
| Fidelity Capital Trust-Fidelity Value Fund | Oct 31, 2025 | 440.7K | 30.0M | 0.4% |
| SEI INSTITUTIONAL INVESTMENTS TRUST-SIIT World Equity EX-US Fund | Oct 31, 2025 | 389.4K | 26.5M | 0.4% |
| New World Fund Inc | Oct 31, 2025 | 338.8K | 23.1M | 0.3% |
| -Price (T.Rowe) Real Assets Trust I | Sep 30, 2025 | 307.6K | 21.0M | 0.3% |
| JNL Series Trust-JNL/CAUSEWAY INTERNATIONAL VALUE SELECT FUND | Sep 30, 2025 | 288.6K | 19.7M | 0.3% |
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