Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 16.6M | 1.7B | 2.4% |
| Vanguard 500 Index Fund | Dec 31, 2017 | 11.7M | 1.2B | 1.7% |
| Vanguard/Wellington Fund Inc. | Feb 28, 2018 | 11.3M | 970.3M | 1.6% |
| SPDR S&P 500 ETF Trust | Jun 30, 2018 | 7.7M | 727.1M | 1.1% |
| Vanguard Specialized-Dividend Growth Fund | Jan 31, 2018 | 7.3M | 777.1M | 1.1% |
| Vanguard Institutional Index Fund-Institutional Index Fund | Dec 31, 2017 | 7.0M | 696.3M | 1% |
| Vanguard Growth Index Fund | Dec 31, 2017 | 4.6M | 463.0M | 0.7% |
| Fidelity 500 Index Fund | Jun 30, 2018 | 4.5M | 428.9M | 0.6% |
| iShares Core S&P 500 ETF | Jun 30, 2018 | 4.4M | 419.4M | 0.6% |
| Parnassus Core Equity Fund | Mar 31, 2018 | 4.4M | 367.6M | 0.6% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.