Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Core S&P Midcap ETF | Jun 30, 2018 | 4.7M | 139.5M | 2.7% |
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 4.3M | 137.6M | 2.4% |
| Vanguard Small-Cap Index Fund | Dec 31, 2017 | 4.2M | 136.5M | 2.4% |
| SPDR (R) Ser Tr- SPDR (R) S&P (R) Dividend ETF | Jun 30, 2018 | 4.0M | 117.5M | 2.2% |
| Vanguard Small Cap Value Index Fund | Dec 31, 2017 | 2.7M | 85.6M | 1.5% |
| Vanguard Extended Market Index Fund | Dec 31, 2017 | 2.3M | 73.2M | 1.3% |
| SPDR S&P Mid Cap 400 ETF Trust | Jun 30, 2018 | 2.1M | 61.0M | 1.2% |
| Vanguard Specialized-Dividend Appreciation Index Fund | Jan 31, 2018 | 1.5M | 45.1M | 0.9% |
| IShares S&P Mid Cap 400 Growth ETF | Jun 30, 2018 | 975.7K | 28.8M | 0.6% |
| Allianz Fds Multi Strategy Tr-AllianzGI Global Water Fd | Mar 31, 2018 | 819.9K | 21.6M | 0.5% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.