Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Vanguard Mid-Cap Index Fund | Dec 31, 2017 | 3.4M | 272.8M | 2.3% |
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 3.4M | 268.4M | 2.3% |
| Vanguard 500 Index Fund | Dec 31, 2017 | 2.5M | 200.3M | 1.7% |
| SPDR (R) Ser Tr- SPDR (R) S&P (R) Dividend ETF | Jun 30, 2018 | 2.1M | 163.4M | 1.4% |
| iShares Select Dividend ETF | Jun 30, 2018 | 1.9M | 152.8M | 1.3% |
| JP Morgan Equity Income Fund | Jun 30, 2018 | 1.9M | 147.1M | 1.3% |
| SPDR S&P 500 ETF Trust | Jun 30, 2018 | 1.6M | 129.6M | 1.1% |
| JP Morgan Mid Cap Value Fund | Jun 30, 2018 | 1.6M | 129.2M | 1.1% |
| Vanguard Institutional Index Fund-Institutional Index Fund | Dec 31, 2017 | 1.5M | 118.7M | 1.0% |
| Vanguard Specialized-Dividend Appreciation Index Fund | Jan 31, 2018 | 1.3M | 111.7M | 0.9% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.