Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Core S&P Midcap ETF | Jun 30, 2018 | 4.6M | 176.3M | 2.7% |
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 4.0M | 200.1M | 2.3% |
| Brown Capital Management Small Company Fund | Mar 31, 2018 | 3.7M | 154.0M | 2.1% |
| Vanguard Extended Market Index Fund | Dec 31, 2017 | 2.2M | 112.0M | 1.3% |
| Janus Henderson Research Fund | Jun 30, 2018 | 2.1M | 81.4M | 1.2% |
| Vanguard Mid-Cap Index Fund | Dec 31, 2017 | 2.0M | 101.9M | 1.2% |
| SPDR S&P Mid Cap 400 ETF Trust | Jun 30, 2018 | 2.0M | 77.0M | 1.2% |
| Columbia Fds Ser Tr I-Columbia Select Large Cap Growth Fd | Mar 31, 2018 | 2.0M | 82.5M | 1.1% |
| Neuberger & Berman Genesis Fund | Jun 30, 2018 | 1.9M | 74.3M | 1.1% |
| Vanguard Small-Cap Index Fund | Dec 31, 2017 | 1.9M | 97.9M | 1.1% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.