Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 13.1M | 713.3M | 2.5% |
| Dodge & Cox Stock Fund | Dec 31, 2017 | 11.6M | 633.7M | 2.2% |
| Franklin Custodian Funds-Income Fund | Dec 31, 2017 | 11.0M | 597.4M | 2.1% |
| Income Fund of America Inc | Jun 30, 2018 | 9.5M | 629.7M | 1.8% |
| Vanguard 500 Index Fund | Dec 31, 2017 | 9.3M | 505.7M | 1.7% |
| SPDR S&P 500 ETF Trust | Jun 30, 2018 | 6.0M | 396.5M | 1.1% |
| Vanguard Institutional Index Fund-Institutional Index Fund | Dec 31, 2017 | 5.5M | 299.7M | 1.0% |
| Invesco Diversified Dividend Fund | Jun 30, 2018 | 4.7M | 311.9M | 0.9% |
| Capital Income Builder, Inc. | Jun 30, 2018 | 4.5M | 299.8M | 0.8% |
| Fundamental Investors Inc | Jun 30, 2018 | 4.3M | 286.5M | 0.8% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.