Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Vanguard/Wellington Fund Inc. | Feb 28, 2018 | 10.4M | 499.6M | 2.6% |
| Price (T.Rowe) Value Fund | Jun 30, 2018 | 10.0M | 458.9M | 2.4% |
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 10.0M | 477.4M | 2.4% |
| Vanguard 500 Index Fund | Dec 31, 2017 | 7.1M | 338.4M | 1.7% |
| Invesco Diversified Dividend Fund | Jun 30, 2018 | 4.7M | 215.7M | 1.2% |
| SPDR S&P 500 ETF Trust | Jun 30, 2018 | 4.6M | 212.2M | 1.1% |
| Vanguard Institutional Index Fund-Institutional Index Fund | Dec 31, 2017 | 4.2M | 200.5M | 1.0% |
| Vanguard/Wellesley Income Fund | Mar 31, 2018 | 3.8M | 158.6M | 0.9% |
| Vanguard Fenway Funds-Equity Income Fund | Mar 31, 2018 | 3.7M | 154.3M | 0.9% |
| Price (T.Rowe) Equity Income Fund | Jun 30, 2018 | 3.6M | 166.2M | 0.9% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.