Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| MFS Series Trust I-MFS Value Fund | Feb 28, 2018 | 7.1M | 811.4M | 2.6% |
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 6.6M | 745.3M | 2.5% |
| SPDR Dow Jones Industrial Average ETF | Jun 30, 2018 | 5.9M | 616.9M | 2.2% |
| Vanguard 500 Index Fund | Dec 31, 2017 | 4.7M | 528.6M | 1.8% |
| SPDR S&P 500 ETF Trust | Jun 30, 2018 | 3.0M | 319.0M | 1.1% |
| Vanguard Institutional Index Fund-Institutional Index Fund | Dec 31, 2017 | 2.8M | 313.3M | 1.0% |
| Select Sector SPDR Fund-Financial | Jun 30, 2018 | 2.5M | 263.0M | 0.9% |
| JP Morgan Equity Income Fund | Jun 30, 2018 | 2.5M | 259.6M | 0.9% |
| Vanguard Specialized-Dividend Appreciation Index Fund | Jan 31, 2018 | 2.4M | 292.0M | 0.9% |
| Invesco Diversified Dividend Fund | Jun 30, 2018 | 2.1M | 217.2M | 0.8% |
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