Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 7.7M | 412.1M | 2.4% |
| Washington Mutual Investors Fund | Jun 30, 2018 | 6.0M | 330.6M | 1.9% |
| Vanguard 500 Index Fund | Dec 31, 2017 | 5.4M | 292.0M | 1.7% |
| SPDR S&P 500 ETF Trust | Jun 30, 2018 | 3.6M | 195.9M | 1.1% |
| American Balanced Fund | Jun 30, 2018 | 3.5M | 193.2M | 1.1% |
| Vanguard Institutional Index Fund-Institutional Index Fund | Dec 31, 2017 | 3.2M | 173.1M | 1.0% |
| Vanguard Specialized-Dividend Appreciation Index Fund | Jan 31, 2018 | 2.8M | 153.9M | 0.9% |
| Select Sector SPDR Fund-Materials | Jun 30, 2018 | 2.5M | 138.2M | 0.8% |
| DFA U.S. Large Cap Value Series | Jan 31, 2018 | 2.5M | 138.2M | 0.8% |
| SPDR (R) Ser Tr- SPDR (R) S&P (R) Dividend ETF | Jun 30, 2018 | 2.3M | 124.5M | 0.7% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.