Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 5.5M | 486.3M | 2.3% |
| Vanguard 500 Index Fund | Dec 31, 2017 | 4.1M | 363.1M | 1.7% |
| Income Fund of America Inc | Jun 30, 2018 | 3.4M | 338.4M | 1.4% |
| SPDR S&P 500 ETF Trust | Jun 30, 2018 | 2.7M | 272.9M | 1.1% |
| Fundamental Investors Inc | Jun 30, 2018 | 2.6M | 261.3M | 1.1% |
| Vanguard Institutional Index Fund-Institutional Index Fund | Dec 31, 2017 | 2.5M | 215.2M | 1.0% |
| JP Morgan Mid Cap Value Fund | Jun 30, 2018 | 2.4M | 241.6M | 1.0% |
| Select Sector SPDR Fund-Financial | Jun 30, 2018 | 2.2M | 224.9M | 0.9% |
| MFS Series Trust I-MFS Value Fund | Feb 28, 2018 | 2.2M | 199.7M | 0.9% |
| JP Morgan Equity Income Fund | Jun 30, 2018 | 1.9M | 192.1M | 0.8% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.