Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Dodge & Cox Stock Fund | Dec 31, 2017 | 40.6M | 1.5B | 15.2% |
| Franklin Custodian Funds-Income Fund | Dec 31, 2017 | 18M | 648.8M | 6.8% |
| Vanguard/Windsor II | Jan 31, 2018 | 15.0M | 544.1M | 5.6% |
| Dodge & Cox Balanced Fund | Dec 31, 2017 | 6.4M | 231.2M | 2.4% |
| Invesco Comstock Fd | Jun 30, 2018 | 3.9M | 134.7M | 1.5% |
| Fidelity Series Value Discovery Fund | Jun 30, 2018 | 1.4M | 49.1M | 0.5% |
| Fidelity Equity Dividend Income Fund | Jun 30, 2018 | 1.4M | 49.4M | 0.5% |
| Franklin Templeton VIP-Franklin Income VIP Fd | Dec 31, 2017 | 1.2M | 43.5M | 0.5% |
| Fidelity Select Portfolios - Pharmaceuticals | Jun 30, 2018 | 1.2M | 41.1M | 0.4% |
| American Beacon Large Cap Value Fd | Jun 30, 2018 | 1.1M | 39.4M | 0.4% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.