Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 8.0M | 290.1M | 1.5% |
| Vanguard 500 Index Fund | Dec 31, 2017 | 5.6M | 202.4M | 1.1% |
| Price (T.Rowe) Equity Income Fund | Jun 30, 2018 | 5.3M | 146.7M | 1.0% |
| Vanguard Specialized-Dividend Appreciation Index Fund | Jan 31, 2018 | 4.9M | 180.0M | 0.9% |
| SPDR (R) Ser Tr- SPDR (R) S&P (R) Dividend ETF | Jun 30, 2018 | 4.5M | 124.0M | 0.9% |
| MFS Series Trust I-MFS Value Fund | Feb 28, 2018 | 4.0M | 127.8M | 0.8% |
| SPDR S&P 500 ETF Trust | Jun 30, 2018 | 3.6M | 100.2M | 0.7% |
| Vanguard Institutional Index Fund-Institutional Index Fund | Dec 31, 2017 | 3.3M | 120.0M | 0.6% |
| Select Sector SPDR Fund-Financial | Jun 30, 2018 | 3.0M | 81.3M | 0.6% |
| Price (T.Rowe) Mid-Cap Value Fund | Jun 30, 2018 | 2.9M | 81.0M | 0.6% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.