Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| MFS Series Trust I-MFS Value Fund | Feb 28, 2018 | 8.0M | 757.5M | 3.3% |
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 6.1M | 593.4M | 2.5% |
| Vanguard 500 Index Fund | Dec 31, 2017 | 4.3M | 420.6M | 1.8% |
| SPDR S&P 500 ETF Trust | Jun 30, 2018 | 2.8M | 249.8M | 1.2% |
| Vanguard Institutional Index Fund-Institutional Index Fund | Dec 31, 2017 | 2.6M | 249.3M | 1.1% |
| Vanguard Specialized-Dividend Appreciation Index Fund | Jan 31, 2018 | 2.2M | 218.1M | 0.9% |
| Parnassus Core Equity Fund | Mar 31, 2018 | 2.2M | 192.2M | 0.9% |
| Select Sector SPDR Fund-Materials | Jun 30, 2018 | 2.0M | 176.3M | 0.8% |
| JP Morgan Equity Income Fund | Jun 30, 2018 | 1.9M | 168.2M | 0.8% |
| Growth Fund Of America Inc | Jun 30, 2018 | 1.8M | 161.6M | 0.7% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.