Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Core S&P Midcap ETF | Jun 30, 2018 | 8.4M | 133.9M | 2.7% |
| Primecap Odyssey Aggressive Growth Fund | Jun 30, 2018 | 8.2M | 130.3M | 2.6% |
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 7.7M | 144.1M | 2.5% |
| Vanguard Small-Cap Index Fund | Dec 31, 2017 | 7.5M | 140.7M | 2.4% |
| Vanguard Horizon Fund-Capital Opportunity Portfolio | Dec 31, 2017 | 7.0M | 130.7M | 2.2% |
| Hartford Mid Cap Fund | Apr 30, 2018 | 4.9M | 77.1M | 1.6% |
| Vanguard Small Cap Value Index Fund | Dec 31, 2017 | 4.8M | 89.7M | 1.5% |
| Fidelity Growth Company Fund | Jun 30, 2018 | 4.5M | 71.8M | 1.4% |
| Vanguard Extended Market Index Fund | Dec 31, 2017 | 4.1M | 76.9M | 1.3% |
| SPDR S&P Mid Cap 400 ETF Trust | Jun 30, 2018 | 3.7M | 58.5M | 1.2% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.