Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Price (T.Rowe) Capital Appreciation Fund | Jun 30, 2018 | 10.2M | 1.1B | 0.7% |
| Vanguard Mid-Cap Index Fund | Dec 31, 2017 | 4.4M | 355.9M | 0.3% |
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 4.4M | 350.4M | 0.3% |
| Vanguard 500 Index Fund | Dec 31, 2017 | 3.1M | 248.4M | 0.2% |
| JP Morgan Mid Cap Value Fund | Jun 30, 2018 | 2.4M | 250.9M | 0.2% |
| Voya Inv Tr-VY/T. Rowe Price Capital Appreciation Portfolio | Jun 30, 2018 | 2.2M | 224.1M | 0.2% |
| Vanguard Institutional Index Fund-Institutional Index Fund | Dec 31, 2017 | 1.8M | 147.3M | 0.1% |
| Blackrock Equity Dividend Fund | Jan 31, 2018 | 1.6M | 123.4M | 0.1% |
| Vanguard Mid-Cap Value Index Fund | Dec 31, 2017 | 1.5M | 120.5M | 0.1% |
| iShares Edge MSCI Min Vol USA ETF | Jun 30, 2018 | 1.4M | 139.4M | 0.1% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.