Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 2.0M | 696.3M | 2.2% |
| Vanguard 500 Index Fund | Dec 31, 2017 | 1.4M | 482.6M | 1.5% |
| Growth Fund Of America Inc | Jun 30, 2018 | 1.2M | 420.9M | 1.3% |
| MFS Series Trust I-MFS Value Fund | Feb 28, 2018 | 1.0M | 333.1M | 1.1% |
| Fidelity Contrafund Inc | Jun 30, 2018 | 1.0M | 354.4M | 1.1% |
| SPDR S&P 500 ETF Trust | Jun 30, 2018 | 918.8K | 319.6M | 1.0% |
| Vanguard Institutional Index Fund-Institutional Index Fund | Dec 31, 2017 | 833.4K | 286.1M | 0.9% |
| Vanguard Specialized-Dividend Appreciation Index Fund | Jan 31, 2018 | 811.7K | 277.6M | 0.9% |
| New Perspective Fund Inc | Jun 30, 2018 | 786K | 273.4M | 0.8% |
| American Balanced Fund | Jun 30, 2018 | 748K | 260.2M | 0.8% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.