Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Vanguard/Primecap Fund | Mar 31, 2018 | 25.6M | 270.3M | 7.4% |
| Parnassus Endeavor Fund | Mar 31, 2018 | 19.5M | 205.9M | 5.7% |
| Dodge & Cox Stock Fund | Dec 31, 2017 | 16.7M | 216.6M | 4.8% |
| Longleaf Partners Small-Cap Fund | Dec 31, 2017 | 13.1M | 169.9M | 3.8% |
| Longleaf Partners Fund | Dec 31, 2017 | 11.2M | 145.4M | 3.3% |
| AMG Managers Fairpointe Mid Cap Fund | Jan 31, 2018 | 8.5M | 113.2M | 2.5% |
| Vanguard Mid-Cap Index Fund | Dec 31, 2017 | 8.4M | 109.1M | 2.4% |
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 8.3M | 107.4M | 2.4% |
| Primecap Odyssey Stock Fund | Jun 30, 2018 | 8.1M | 117.7M | 2.3% |
| Price (T.Rowe) Equity Income Fund | Jun 30, 2018 | 7.2M | 105.3M | 2.1% |
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Holders
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Ultra plan.