Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Vanguard Specialized-REIT Index Fund | Jan 31, 2018 | 13.5M | 1.2B | 6.6% |
| Income Fund of America Inc | Jun 30, 2018 | 8.0M | 756.7M | 3.9% |
| Vanguard Mid-Cap Index Fund | Dec 31, 2017 | 5.0M | 472.7M | 2.4% |
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 5.0M | 465.4M | 2.4% |
| Vanguard 500 Index Fund | Dec 31, 2017 | 3.5M | 330.1M | 1.7% |
| American Balanced Fund | Jun 30, 2018 | 2.5M | 237.2M | 1.2% |
| SPDR S&P 500 ETF Trust | Jun 30, 2018 | 2.3M | 218.1M | 1.1% |
| Vanguard Institutional Index Fund-Institutional Index Fund | Dec 31, 2017 | 2.1M | 195.6M | 1.0% |
| Washington Mutual Investors Fund | Jun 30, 2018 | 2.1M | 195.9M | 1% |
| DFA Real Estate Securities Portfolio | Jan 31, 2018 | 1.9M | 165.5M | 0.9% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.