Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 5.2M | 291.4M | 1.6% |
| Franklin Custodian Funds-Income Fund | Dec 31, 2017 | 4.5M | 250.2M | 1.4% |
| American Century Equity Income | Jun 30, 2018 | 4.2M | 247.9M | 1.3% |
| Vanguard 500 Index Fund | Dec 31, 2017 | 3.9M | 216.0M | 1.2% |
| JP Morgan Equity Income Fund | Jun 30, 2018 | 3.6M | 210.0M | 1.1% |
| Vanguard Specialized-Dividend Appreciation Index Fund | Jan 31, 2018 | 3.0M | 163.7M | 0.9% |
| Wells Fargo Special Mid Cap Value Fd | Jun 30, 2018 | 2.7M | 159.2M | 0.8% |
| iShares Edge MSCI Min Vol USA ETF | Jun 30, 2018 | 2.7M | 157.7M | 0.8% |
| SPDR S&P 500 ETF Trust | Jun 30, 2018 | 2.5M | 150.3M | 0.8% |
| Vanguard Institutional Index Fund-Institutional Index Fund | Dec 31, 2017 | 2.3M | 128.0M | 0.7% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.