Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Fidelity Low-Priced Stock Fund | Apr 30, 2018 | 15.0M | 950.6M | 5.4% |
| Vanguard Mid-Cap Index Fund | Dec 31, 2017 | 6.2M | 354.8M | 2.2% |
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 6.1M | 349.3M | 2.2% |
| Vanguard 500 Index Fund | Dec 31, 2017 | 4.3M | 247.6M | 1.6% |
| Fidelity Series Intrinsic Opportunities Fund | Apr 30, 2018 | 3.8M | 240.8M | 1.4% |
| SPDR S&P 500 ETF Trust | Jun 30, 2018 | 2.7M | 175.6M | 1.0% |
| Vanguard Specialized-Dividend Appreciation Index Fund | Jan 31, 2018 | 2.7M | 169.3M | 1.0% |
| Vanguard Institutional Index Fund-Institutional Index Fund | Dec 31, 2017 | 2.6M | 146.8M | 0.9% |
| JP Morgan Mid Cap Value Fund | Jun 30, 2018 | 2.6M | 165.1M | 0.9% |
| Vanguard Mid-Cap Value Index Fund | Dec 31, 2017 | 2.1M | 120.1M | 0.8% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.