Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 6.1M | 864.4M | 2.4% |
| Vanguard 500 Index Fund | Dec 31, 2017 | 4.4M | 612.7M | 1.7% |
| Advisors Inner Circle Fund-Edgewood Growth Fd | Jan 31, 2018 | 2.9M | 432.3M | 1.2% |
| SPDR S&P 500 ETF Trust | Jun 30, 2018 | 2.8M | 495.6M | 1.1% |
| Vanguard Institutional Index Fund-Institutional Index Fund | Dec 31, 2017 | 2.6M | 363.1M | 1.0% |
| Select Sector SPDR Fund-Financial | Jun 30, 2018 | 2.3M | 408.9M | 0.9% |
| Vanguard Specialized-Dividend Appreciation Index Fund | Jan 31, 2018 | 2.2M | 330.4M | 0.9% |
| Washington Mutual Investors Fund | Jun 30, 2018 | 2.0M | 347.5M | 0.8% |
| Principal Mid Cap Fund | Jun 30, 2018 | 1.9M | 333.6M | 0.8% |
| Fidelity Contrafund Inc | Jun 30, 2018 | 1.7M | 307.0M | 0.7% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.