Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Franklin Managed Trust - Rising Dividends Fund | Dec 31, 2017 | 4.9M | 416.1M | 3.3% |
| Vanguard Mid-Cap Index Fund | Dec 31, 2017 | 3.8M | 323.2M | 2.6% |
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 3.8M | 317.8M | 2.5% |
| JP Morgan Equity Income Fund | Jun 30, 2018 | 3.1M | 195.1M | 2.1% |
| Vanguard 500 Index Fund | Dec 31, 2017 | 2.7M | 225.6M | 1.8% |
| SPDR S&P 500 ETF Trust | Jun 30, 2018 | 1.7M | 109.2M | 1.2% |
| Vanguard/Windsor Fund Inc. | Jan 31, 2018 | 1.6M | 134.9M | 1.1% |
| Vanguard Institutional Index Fund-Institutional Index Fund | Dec 31, 2017 | 1.6M | 133.7M | 1.1% |
| Vanguard Specialized-Dividend Appreciation Index Fund | Jan 31, 2018 | 1.4M | 114.3M | 0.9% |
| Vanguard Mid-Cap Value Index Fund | Dec 31, 2017 | 1.3M | 109.4M | 0.9% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.