Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| First Eagle Global Fund | Jan 31, 2018 | 8.4M | 308.0M | 6.4% |
| Invesco Diversified Dividend Fund | Jun 30, 2018 | 7.9M | 277.1M | 6.1% |
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 3.1M | 109.8M | 2.4% |
| Vanguard 500 Index Fund | Dec 31, 2017 | 2.2M | 78.0M | 1.7% |
| Fidelity Series Growth & Income Fund | Jun 30, 2018 | 1.7M | 59.7M | 1.3% |
| Vanguard Mid-Cap Index Fund | Dec 31, 2017 | 1.6M | 55.8M | 1.2% |
| Vanguard Small-Cap Index Fund | Dec 31, 2017 | 1.5M | 52.6M | 1.2% |
| SPDR S&P 500 ETF Trust | Jun 30, 2018 | 1.5M | 51.1M | 1.1% |
| Vanguard Institutional Index Fund-Institutional Index Fund | Dec 31, 2017 | 1.3M | 46.3M | 1.0% |
| Fidelity Magellan Fund Inc | Jun 30, 2018 | 1.2M | 42.3M | 0.9% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.