Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 9.6M | 537.7M | 1.8% |
| Vanguard/Primecap Fund | Mar 31, 2018 | 7.2M | 384.6M | 1.4% |
| Vanguard 500 Index Fund | Dec 31, 2017 | 7.0M | 388.5M | 1.3% |
| SPDR S&P 500 ETF Trust | Jun 30, 2018 | 4.5M | 234.4M | 0.9% |
| Europacific Growth Fund | Jun 30, 2018 | 4.3M | 224.3M | 0.8% |
| Vanguard Institutional Index Fund-Institutional Index Fund | Dec 31, 2017 | 4.1M | 230.3M | 0.8% |
| Income Fund of America Inc | Jun 30, 2018 | 3.4M | 175.9M | 0.6% |
| Vanguard Horizon Fund-Capital Opportunity Portfolio | Dec 31, 2017 | 3.2M | 179.7M | 0.6% |
| Invesco Comstock Fd | Jun 30, 2018 | 3.2M | 166.9M | 0.6% |
| Primecap Odyssey Stock Fund | Jun 30, 2018 | 2.7M | 141.5M | 0.5% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.