Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Vanguard Mid-Cap Index Fund | Dec 31, 2017 | 5.4M | 469.9M | 2.4% |
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 5.3M | 462.6M | 2.4% |
| Amcap Fund | Jun 30, 2018 | 4.0M | 440.9M | 1.8% |
| Vanguard 500 Index Fund | Dec 31, 2017 | 3.7M | 328.1M | 1.7% |
| Principal Mid Cap Fund | Jun 30, 2018 | 2.9M | 324.8M | 1.3% |
| Loomis Sayles Growth Fund | Dec 31, 2017 | 2.5M | 221.7M | 1.2% |
| Legg Mason Clearbridge Aggressive Growth Fd | Jun 30, 2018 | 2.5M | 275.9M | 1.1% |
| SPDR S&P 500 ETF Trust | Jun 30, 2018 | 2.4M | 272.1M | 1.1% |
| Vanguard Institutional Index Fund-Institutional Index Fund | Dec 31, 2017 | 2.2M | 194.4M | 1.0% |
| Invesco ETF Tr-Invesco QQQ Tr, Series 1 ETF | Jun 30, 2018 | 1.8M | 201.5M | 0.8% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.