Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Vanguard Specialized-REIT Index Fund | Jan 31, 2018 | 10.2M | 1.0B | 6.6% |
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 3.7M | 401.2M | 2.4% |
| Vanguard 500 Index Fund | Dec 31, 2017 | 2.6M | 284.3M | 1.7% |
| SPDR S&P 500 ETF Trust | Jun 30, 2018 | 1.7M | 184.2M | 1.1% |
| Vanguard Institutional Index Fund-Institutional Index Fund | Dec 31, 2017 | 1.6M | 168.6M | 1.0% |
| JP Morgan Mid Cap Value Fund | Jun 30, 2018 | 1.5M | 159.4M | 1.0% |
| DFA Real Estate Securities Portfolio | Jan 31, 2018 | 1.5M | 146.2M | 1.0% |
| Fidelity Real Estate Investment Portfolio | Jun 30, 2018 | 1.5M | 155.4M | 0.9% |
| John Hancock Fds III-Disciplined Value Mid Cap Fd | Jun 30, 2018 | 1.4M | 154.5M | 0.9% |
| Cohen & Steers Real Estate Securities Fund | Mar 31, 2018 | 1.2M | 117.2M | 0.8% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.