Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| JP Morgan Mid Cap Value Fund | Jun 30, 2018 | 6.6M | 313.9M | 2.5% |
| Price (T.Rowe) Mid-Cap Value Fund | Jun 30, 2018 | 6.3M | 300.5M | 2.4% |
| Vanguard Mid-Cap Index Fund | Dec 31, 2017 | 6.3M | 291.4M | 2.4% |
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 6.2M | 286.7M | 2.4% |
| Vanguard 500 Index Fund | Dec 31, 2017 | 4.2M | 193.2M | 1.6% |
| Select Sector SPDR Fund-Energy Select | Jun 30, 2018 | 3.5M | 167.0M | 1.3% |
| John Hancock Fds III-Disciplined Value Mid Cap Fd | Jun 30, 2018 | 3.3M | 157.3M | 1.3% |
| SPDR S&P 500 ETF Trust | Jun 30, 2018 | 2.8M | 133.7M | 1.1% |
| Vanguard Specialized-Energy Fund | Jan 31, 2018 | 2.6M | 119.0M | 1.0% |
| Vanguard Institutional Index Fund-Institutional Index Fund | Dec 31, 2017 | 2.5M | 114.5M | 0.9% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.