Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 7.2M | 166.7M | 2.4% |
| Vanguard Small-Cap Index Fund | Dec 31, 2017 | 7.1M | 162.6M | 2.3% |
| Vanguard 500 Index Fund | Dec 31, 2017 | 5.1M | 118.3M | 1.7% |
| Vanguard Small Cap Value Index Fund | Dec 31, 2017 | 4.5M | 103.8M | 1.5% |
| SPDR S&P 500 ETF Trust | Jun 30, 2018 | 3.4M | 91.0M | 1.1% |
| Select Sector SPDR Fund-Utilities | Jun 30, 2018 | 3.4M | 89.5M | 1.1% |
| PGIM Jennison Utility Fd | Jun 30, 2018 | 3.2M | 86.6M | 1.1% |
| Putnam Equity Income Fund | Feb 28, 2018 | 3.0M | 64.8M | 1% |
| Vanguard Institutional Index Fund-Institutional Index Fund | Dec 31, 2017 | 3.0M | 70.1M | 1% |
| MFS Series Trust VI-MFS Utilities Fund | Jan 31, 2018 | 2.7M | 59.6M | 0.9% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.