Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Price (T.Rowe) Mid Cap Growth Fund | Jun 30, 2018 | 9.5M | 291.5M | 2.8% |
| Vanguard Mid-Cap Index Fund | Dec 31, 2017 | 8.6M | 268.7M | 2.5% |
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 8.4M | 264.6M | 2.5% |
| JP Morgan Mid Cap Value Fund | Jun 30, 2018 | 7.8M | 238.3M | 2.3% |
| Vanguard 500 Index Fund | Dec 31, 2017 | 6.0M | 187.5M | 1.7% |
| JP Morgan Value Advantage Fund | Jun 30, 2018 | 4.1M | 126.4M | 1.2% |
| Janus Henderson Research Fund | Jun 30, 2018 | 4.0M | 122.4M | 1.2% |
| SPDR S&P 500 ETF Trust | Jun 30, 2018 | 3.9M | 118.7M | 1.1% |
| Old Westbury Large Cap Strategies Fund | Jan 31, 2018 | 3.7M | 113.2M | 1.1% |
| Janus Henderson Contrarian Fund | Jun 30, 2018 | 3.7M | 113.1M | 1.1% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.