Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 7.3M | 303.6M | 2.3% |
| JP Morgan Mid Cap Value Fund | Jun 30, 2018 | 6.4M | 267.5M | 2.0% |
| Vanguard 500 Index Fund | Dec 31, 2017 | 4.7M | 197.3M | 1.5% |
| Price (T.Rowe) Equity Income Fund | Jun 30, 2018 | 4.7M | 194.1M | 1.5% |
| Price (T.Rowe) Mid-Cap Value Fund | Jun 30, 2018 | 4.3M | 181.1M | 1.4% |
| Wells Fargo Special Mid Cap Value Fd | Jun 30, 2018 | 4.1M | 172.0M | 1.3% |
| JP Morgan Value Advantage Fund | Jun 30, 2018 | 3.9M | 160.6M | 1.2% |
| SPDR S&P 500 ETF Trust | Jun 30, 2018 | 2.9M | 121.7M | 0.9% |
| John Hancock Fds III-Disciplined Value Mid Cap Fd | Jun 30, 2018 | 2.9M | 120.4M | 0.9% |
| Vanguard Institutional Index Fund-Institutional Index Fund | Dec 31, 2017 | 2.8M | 117.0M | 0.9% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.