Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Vanguard Specialized-REIT Index Fund | Jan 31, 2018 | 19.7M | 269.4M | 6.5% |
| Undiscovered Managers Behavioral Value Fund | Jun 30, 2018 | 9.1M | 139.9M | 3.0% |
| Vanguard Mid-Cap Index Fund | Dec 31, 2017 | 7.5M | 114.9M | 2.5% |
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 7.4M | 113.2M | 2.4% |
| JP Morgan Mid Cap Value Fund | Jun 30, 2018 | 7.3M | 112.1M | 2.4% |
| JP Morgan Value Advantage Fund | Jun 30, 2018 | 4.8M | 73.1M | 1.6% |
| Vanguard Extended Market Index Fund | Dec 31, 2017 | 3.9M | 59.7M | 1.3% |
| MFS Series Trust XI-MFS Mid Cap Value Fund | Mar 31, 2018 | 2.9M | 35.4M | 1.0% |
| DFA Real Estate Securities Portfolio | Jan 31, 2018 | 2.9M | 39.6M | 1.0% |
| JP Morgan Realty Income Fund | Jun 30, 2018 | 2.8M | 42.6M | 0.9% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.