Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| BlackRock Global Allocation Fund | Jan 31, 2018 | 2.8M | 42.5M | 2.7% |
| Vanguard Small-Cap Index Fund | Dec 31, 2017 | 2.5M | 30.4M | 2.4% |
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 2.4M | 30.0M | 2.4% |
| iShares Core S&P Midcap ETF | Jun 30, 2018 | 2.2M | 69.3M | 2.1% |
| iShares Russell 2000 ETF | Jun 30, 2018 | 1.8M | 56.9M | 1.7% |
| Vanguard Small Cap Value Index Fund | Dec 31, 2017 | 1.5M | 18.8M | 1.5% |
| Vanguard Extended Market Index Fund | Dec 31, 2017 | 1.1M | 13.1M | 1.0% |
| Fidelity Advisor Leveraged Company Stock Fund | Apr 30, 2018 | 1.0M | 19.1M | 1.0% |
| SPDR S&P Mid Cap 400 ETF Trust | Jun 30, 2018 | 947.9K | 30.3M | 0.9% |
| iShares Russell 2000 Growth ETF | Jun 30, 2018 | 823.0K | 26.3M | 0.8% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.