Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Principal Mid Cap Fund | Jun 30, 2018 | 7.7M | 387.8M | 3.1% |
| Vanguard International Stock Index-Total Intl Stock Indx | Jan 31, 2018 | 3.0M | 147.1M | 1.2% |
| Price (T.Rowe) Institutional Large Cap Growth Fund | Jun 30, 2018 | 2.1M | 104.5M | 0.8% |
| Price (T.Rowe) International Stock Fund | Jun 30, 2018 | 1.7M | 84.1M | 0.7% |
| Old Westbury Large Cap Strategies Fund | Jan 31, 2018 | 1.5M | 74.9M | 0.6% |
| Vanguard Tax Managed Fund-Vanguard Developed Markets Index Fund | Dec 31, 2017 | 1.2M | 62.0M | 0.5% |
| College Retirement Equities Fund-Stock Account | Dec 31, 2017 | 1.2M | 62.8M | 0.5% |
| Price (T.Rowe) Blue Chip Growth Fund Inc. | Jun 30, 2018 | 940.1K | 47.4M | 0.4% |
| JNL Series Trust-JNL/TRP Established Growth Fund | Dec 31, 2017 | 780K | 39.8M | 0.3% |
| Principal Blue Chip Fd | Jun 30, 2018 | 755.7K | 38.1M | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.