Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Vanguard Mid-Cap Index Fund | Dec 31, 2017 | 1.3M | 262.3M | 2.4% |
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 1.3M | 258.1M | 2.3% |
| Vanguard 500 Index Fund | Dec 31, 2017 | 886.3K | 175.3M | 1.6% |
| Fidelity Contrafund Inc | Jun 30, 2018 | 757.8K | 200.4M | 1.4% |
| Legg Mason Clearbridge Large Cap Growth Fd | Jun 30, 2018 | 735.4K | 194.5M | 1.3% |
| SPDR S&P 500 ETF Trust | Jun 30, 2018 | 575.6K | 152.2M | 1.0% |
| Franklin Managed Trust - Rising Dividends Fund | Dec 31, 2017 | 574.3K | 113.6M | 1.0% |
| Vanguard Institutional Index Fund-Institutional Index Fund | Dec 31, 2017 | 525.2K | 103.9M | 0.9% |
| Vanguard Specialized-Dividend Appreciation Index Fund | Jan 31, 2018 | 511.9K | 113.6M | 0.9% |
| Vanguard Mid-Cap Value Index Fund | Dec 31, 2017 | 448.4K | 88.7M | 0.8% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.