Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Undiscovered Managers Behavioral Value Fund | Jun 30, 2018 | 1.5M | 70.9M | 2.7% |
| iShares Core S&P Midcap ETF | Jun 30, 2018 | 1.4M | 62.8M | 2.4% |
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 1.2M | 55.0M | 2.2% |
| Vanguard Small-Cap Index Fund | Dec 31, 2017 | 1.2M | 51.2M | 2.1% |
| MFS Series Trust XI-MFS Mid Cap Value Fund | Mar 31, 2018 | 1.0M | 40.8M | 1.9% |
| Vanguard Explorer Fund, Inc. | Jan 31, 2018 | 977.1K | 44.4M | 1.7% |
| Janus Henderson Triton Fund | Jun 30, 2018 | 811.1K | 37.5M | 1.5% |
| AMG SouthernSun U.S. Equity Fd | Mar 31, 2018 | 791.6K | 30.9M | 1.4% |
| Vanguard Extended Market Index Fund | Dec 31, 2017 | 676.3K | 29.9M | 1.2% |
| Vanguard Small-Cap Growth Index Fund | Dec 31, 2017 | 680.6K | 30.1M | 1.2% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.