Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| AMG Managers Fairpointe Mid Cap Fund | Jan 31, 2018 | 5.7M | 108.0M | 3.5% |
| iShares Core S&P Midcap ETF | Jun 30, 2018 | 3.4M | 75.8M | 2.1% |
| Vanguard Explorer Fund, Inc. | Jan 31, 2018 | 3.2M | 60.8M | 2.0% |
| Vanguard Small-Cap Index Fund | Dec 31, 2017 | 3.1M | 48.3M | 1.9% |
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 3.1M | 48.2M | 1.9% |
| iShares Russell 2000 ETF | Jun 30, 2018 | 2.8M | 62.3M | 1.7% |
| Variable Insurance Products Fund III-Mid-Cap Portfolio | Jun 30, 2018 | 2.2M | 48.3M | 1.3% |
| Vanguard Small Cap Value Index Fund | Dec 31, 2017 | 1.9M | 30.0M | 1.2% |
| DFA U.S. Small Cap Series | Jan 31, 2018 | 1.6M | 29.8M | 1.0% |
| Vanguard Extended Market Index Fund | Dec 31, 2017 | 1.6M | 24.5M | 1.0% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.