Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Price (T.Rowe) Value Fund | Jun 30, 2018 | 15.5M | 941.1M | 5.3% |
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 7.2M | 485.0M | 2.4% |
| Price (T.Rowe) U.S. Value Equity Trust | Jun 30, 2018 | 5.2M | 315.6M | 1.8% |
| Vanguard 500 Index Fund | Dec 31, 2017 | 5.1M | 343.9M | 1.7% |
| Price (T.Rowe) Equity Income Fund | Jun 30, 2018 | 3.9M | 236.2M | 1.3% |
| Vanguard Mid-Cap Index Fund | Dec 31, 2017 | 3.6M | 246.4M | 1.2% |
| SPDR S&P 500 ETF Trust | Jun 30, 2018 | 3.3M | 201.2M | 1.1% |
| Vanguard Institutional Index Fund-Institutional Index Fund | Dec 31, 2017 | 3.0M | 203.8M | 1.0% |
| JNL Series Trust-JNL/TRP Value Fund | Dec 31, 2017 | 2.8M | 186.8M | 0.9% |
| Price (T.Rowe) Capital Appreciation Fund | Jun 30, 2018 | 2.3M | 140.5M | 0.8% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.