Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Fidelity Series International Growth Fund | Jun 30, 2018 | 1.2M | 154.7M | 1.4% |
| Vanguard Extended Market Index Fund | Dec 31, 2017 | 1.1M | 119.1M | 1.3% |
| Principal Equity Income Fd | Jun 30, 2018 | 750.8K | 95.4M | 0.9% |
| DFA U.S. Large Cap Value Series | Jan 31, 2018 | 418.3K | 46.0M | 0.5% |
| Fidelity Extended Market Index Fund | Jun 30, 2018 | 391.4K | 49.7M | 0.5% |
| JNL Series Trust-JNL/WMC Balanced Fund | Dec 31, 2017 | 299K | 32.0M | 0.3% |
| Principal Small/Midcap Dividend Income Fd | Jun 30, 2018 | 240.0K | 30.5M | 0.3% |
| Fidelity International Growth Fund | Jun 30, 2018 | 205.1K | 26.1M | 0.2% |
| Fidelity Total Market Index Fund | Jun 30, 2018 | 167.6K | 21.3M | 0.2% |
| Principal Edge MidCap Fd | Jun 30, 2018 | 140.4K | 17.8M | 0.2% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.