Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 19.9M | 507.3M | 2.4% |
| Vanguard 500 Index Fund | Dec 31, 2017 | 14.1M | 359.8M | 1.7% |
| Tortoise MLP & Pipeline Fund | May 31, 2018 | 11.8M | 270.0M | 1.4% |
| JP Morgan Mid Cap Value Fund | Jun 30, 2018 | 11.7M | 273.4M | 1.4% |
| Select Sector SPDR Fund-Energy Select | Jun 30, 2018 | 11.5M | 269.8M | 1.4% |
| SPDR S&P 500 ETF Trust | Jun 30, 2018 | 9.2M | 216.1M | 1.1% |
| BlackRock Global Allocation Fund | Jan 31, 2018 | 8.9M | 229.5M | 1.1% |
| Capital Income Builder, Inc. | Jun 30, 2018 | 8.3M | 194.9M | 1.0% |
| Vanguard Institutional Index Fund-Institutional Index Fund | Dec 31, 2017 | 8.4M | 213.2M | 1.0% |
| Franklin Mutual Series Fund-Mutual Global Discovery Fund | Dec 31, 2017 | 6.4M | 162.1M | 0.8% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.