Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Price (T.Rowe) Mid-Cap Value Fund | Jun 30, 2018 | 6.0M | 196.7M | 4.6% |
| Price (T.Rowe) Equity Income Fund | Jun 30, 2018 | 4.0M | 132.1M | 3.1% |
| JP Morgan Mid Cap Value Fund | Jun 30, 2018 | 4.0M | 132.4M | 3.1% |
| iShares Core S&P Midcap ETF | Jun 30, 2018 | 3.4M | 112.9M | 2.7% |
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 3.1M | 80.6M | 2.4% |
| Vanguard Small-Cap Index Fund | Dec 31, 2017 | 3.0M | 78.0M | 2.3% |
| Third Avenue Real Estate Value Fund | Jan 31, 2018 | 2.8M | 75.5M | 2.2% |
| Undiscovered Managers Behavioral Value Fund | Jun 30, 2018 | 2.2M | 73.1M | 1.7% |
| JP Morgan Value Advantage Fund | Jun 30, 2018 | 2.1M | 67.6M | 1.6% |
| Vanguard Small Cap Value Index Fund | Dec 31, 2017 | 1.9M | 50.2M | 1.5% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.