Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Dodge & Cox International Stock Fund | Dec 31, 2017 | 34.7M | 1.0B | 2.1% |
| Vanguard International Stock Index-Total Intl Stock Indx | Jan 31, 2018 | 22.0M | 665.3M | 1.4% |
| Fundamental Investors Inc | Jun 30, 2018 | 20.1M | 700.0M | 1.2% |
| Vanguard/Wellington Fund Inc. | Feb 28, 2018 | 17.3M | 481.3M | 1.1% |
| American Balanced Fund | Jun 30, 2018 | 14.5M | 503.3M | 0.9% |
| Invesco Diversified Dividend Fund | Jun 30, 2018 | 13.6M | 475.1M | 0.8% |
| Vanguard/Wellesley Income Fund | Mar 31, 2018 | 13.3M | 366.6M | 0.8% |
| Vanguard Fenway Funds-Equity Income Fund | Mar 31, 2018 | 12.7M | 351.8M | 0.8% |
| Blackrock Equity Dividend Fund | Jan 31, 2018 | 11.5M | 348.0M | 0.7% |
| American Mutual Fund Inc | Jun 30, 2018 | 11.4M | 397.3M | 0.7% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.