Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 38.0M | 1.7B | 2.3% |
| Vanguard 500 Index Fund | Dec 31, 2017 | 26.9M | 1.2B | 1.7% |
| MFS Series Trust I-MFS Value Fund | Feb 28, 2018 | 20.1M | 902.1M | 1.2% |
| SPDR S&P 500 ETF Trust | Jun 30, 2018 | 17.5M | 754.9M | 1.1% |
| Vanguard Institutional Index Fund-Institutional Index Fund | Dec 31, 2017 | 16.0M | 726.4M | 1.0% |
| Select Sector SPDR Fund-Financial | Jun 30, 2018 | 14.5M | 624.0M | 0.9% |
| Fidelity 500 Index Fund | Jun 30, 2018 | 10.3M | 443.5M | 0.6% |
| iShares Core S&P 500 ETF | Jun 30, 2018 | 10.0M | 433.8M | 0.6% |
| Franklin Custodian Funds-Income Fund | Dec 31, 2017 | 8.2M | 373.1M | 0.5% |
| Vanguard Index-Value Index Fund | Dec 31, 2017 | 8.1M | 369.0M | 0.5% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.