Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Amcap Fund | Jun 30, 2018 | 5.4M | 288.4M | 6.5% |
| American Mutual Fund Inc | Jun 30, 2018 | 2.1M | 114.7M | 2.6% |
| iShares Core S&P Midcap ETF | Jun 30, 2018 | 2.0M | 108.6M | 2.5% |
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 1.8M | 80.8M | 2.2% |
| Vanguard Small-Cap Index Fund | Dec 31, 2017 | 1.8M | 78.2M | 2.1% |
| Janus Henderson Enterprise Fund | Jun 30, 2018 | 1.6M | 84.6M | 1.9% |
| Vanguard Small Cap Value Index Fund | Dec 31, 2017 | 1.1M | 50.3M | 1.4% |
| Fidelity Series Intrinsic Opportunities Fund | Apr 30, 2018 | 1.1M | 43.8M | 1.3% |
| Janus Henderson Triton Fund | Jun 30, 2018 | 1.1M | 57.1M | 1.3% |
| BlackRock Global Allocation Fund | Jan 31, 2018 | 1.1M | 44.5M | 1.3% |
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Holders
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Ultra plan.