Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| JP Morgan Value Advantage Fund | Jun 30, 2018 | 956.8K | 63.5M | 3.0% |
| iShares Core S&P Midcap ETF | Jun 30, 2018 | 820.9K | 54.5M | 2.6% |
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 797.8K | 53.2M | 2.5% |
| Vanguard Small-Cap Index Fund | Dec 31, 2017 | 769.6K | 51.4M | 2.4% |
| iShares Russell 2000 ETF | Jun 30, 2018 | 661.3K | 43.9M | 2.1% |
| Vanguard Small Cap Value Index Fund | Dec 31, 2017 | 495.9K | 33.1M | 1.5% |
| AMG SouthernSun U.S. Equity Fd | Mar 31, 2018 | 451.0K | 26.4M | 1.4% |
| Fidelity Small Cap Opportunities Fund | Apr 30, 2018 | 422.2K | 21.9M | 1.3% |
| DFA U.S. Small Cap Series | Jan 31, 2018 | 413.6K | 28.7M | 1.3% |
| Vanguard Extended Market Index Fund | Dec 31, 2017 | 412.0K | 27.5M | 1.3% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.