Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Core S&P Midcap ETF | Jun 30, 2018 | 1.4M | 92.5M | 2.7% |
| Price (T.Rowe) Small Cap Stock Fund | Jun 30, 2018 | 1.2M | 83.3M | 2.4% |
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 1.2M | 76.4M | 2.3% |
| Vanguard Small-Cap Index Fund | Dec 31, 2017 | 1.1M | 74.3M | 2.2% |
| Undiscovered Managers Behavioral Value Fund | Jun 30, 2018 | 1.1M | 74.8M | 2.1% |
| iShares Russell 2000 ETF | Jun 30, 2018 | 1.1M | 73.2M | 2.1% |
| Vanguard Small Cap Value Index Fund | Dec 31, 2017 | 719.0K | 47.5M | 1.4% |
| Vanguard Extended Market Index Fund | Dec 31, 2017 | 644.6K | 42.6M | 1.3% |
| Wells Fargo Discovery Fd | Jun 30, 2018 | 634.2K | 43.4M | 1.2% |
| SPDR S&P Mid Cap 400 ETF Trust | Jun 30, 2018 | 591.0K | 40.4M | 1.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.