Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 21.4M | 498.2M | 2.7% |
| Vanguard 500 Index Fund | Dec 31, 2017 | 15.2M | 353.3M | 1.9% |
| SPDR S&P 500 ETF Trust | Jun 30, 2018 | 9.1M | 227.0M | 1.1% |
| Vanguard Institutional Index Fund-Institutional Index Fund | Dec 31, 2017 | 9.0M | 209.4M | 1.1% |
| Investment Company Of America | Jun 30, 2018 | 8.6M | 215.2M | 1.1% |
| Franklin Mutual Series Fund-Mutual Shares Fund | Dec 31, 2017 | 8.2M | 191.2M | 1.0% |
| Vanguard Specialized-Dividend Appreciation Index Fund | Jan 31, 2018 | 8.2M | 202.4M | 1.0% |
| Price (T.Rowe) Mid-Cap Value Fund | Jun 30, 2018 | 8.0M | 199.2M | 1% |
| JP Morgan Mid Cap Value Fund | Jun 30, 2018 | 7.3M | 183.6M | 0.9% |
| American Mutual Fund Inc | Jun 30, 2018 | 6.9M | 172.6M | 0.9% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.