Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Core S&P Midcap ETF | Jun 30, 2018 | 1.5M | 101.0M | 2.7% |
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 1.2M | 69.2M | 2.2% |
| Vanguard Small-Cap Index Fund | Dec 31, 2017 | 1.2M | 67.5M | 2.1% |
| iShares Select Dividend ETF | Jun 30, 2018 | 1.0M | 70.9M | 1.9% |
| Vanguard Small Cap Value Index Fund | Dec 31, 2017 | 750.1K | 43.0M | 1.4% |
| Vanguard Fenway Funds-Equity Income Fund | Mar 31, 2018 | 742.5K | 43.5M | 1.3% |
| Vanguard Explorer Fund, Inc. | Jan 31, 2018 | 650.3K | 38.4M | 1.2% |
| Vanguard Extended Market Index Fund | Dec 31, 2017 | 643.9K | 36.9M | 1.2% |
| SPDR S&P Mid Cap 400 ETF Trust | Jun 30, 2018 | 645.7K | 44.1M | 1.2% |
| Vanguard Strategic Equity Fund | Dec 31, 2017 | 536.6K | 30.7M | 1.0% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.