Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Invesco Diversified Dividend Fund | Jun 30, 2018 | 7.6M | 272.9M | 2.5% |
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 4.7M | 193.4M | 1.6% |
| Vanguard 500 Index Fund | Dec 31, 2017 | 3.3M | 135.0M | 1.1% |
| Old Westbury Large Cap Strategies Fund | Jan 31, 2018 | 3.2M | 120.5M | 1.1% |
| Vanguard Mid-Cap Index Fund | Dec 31, 2017 | 2.4M | 98.4M | 0.8% |
| SPDR S&P 500 ETF Trust | Jun 30, 2018 | 2.1M | 76.2M | 0.7% |
| Vanguard Institutional Index Fund-Institutional Index Fund | Dec 31, 2017 | 1.9M | 79.9M | 0.6% |
| JNL Series Trust-JNL/S&P Competitive Advantage Fund | Dec 31, 2017 | 1.7M | 69.4M | 0.6% |
| Fidelity 500 Index Fund | Jun 30, 2018 | 1.3M | 45.2M | 0.4% |
| iShares Core S&P 500 ETF | Jun 30, 2018 | 1.2M | 44.0M | 0.4% |