Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Vanguard Specialized-REIT Index Fund | Jan 31, 2018 | 20.5M | 2.7B | 6.6% |
| American Balanced Fund | Jun 30, 2018 | 8.3M | 1.2B | 2.7% |
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 7.5M | 1.1B | 2.4% |
| Vanguard 500 Index Fund | Dec 31, 2017 | 5.3M | 761.1M | 1.7% |
| Fundamental Investors Inc | Jun 30, 2018 | 5.3M | 780.2M | 1.7% |
| Vanguard/Wellington Fund Inc. | Feb 28, 2018 | 3.6M | 450.9M | 1.2% |
| Washington Mutual Investors Fund | Jun 30, 2018 | 3.5M | 512.6M | 1.1% |
| SPDR S&P 500 ETF Trust | Jun 30, 2018 | 3.4M | 506.6M | 1.1% |
| Vanguard Institutional Index Fund-Institutional Index Fund | Dec 31, 2017 | 3.1M | 451.1M | 1.0% |
| DFA Real Estate Securities Portfolio | Jan 31, 2018 | 2.8M | 369.3M | 0.9% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.