Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 5.3M | 722.5M | 2.4% |
| Vanguard/Windsor II | Jan 31, 2018 | 4.6M | 631.2M | 2.1% |
| Vanguard 500 Index Fund | Dec 31, 2017 | 3.7M | 511.4M | 1.7% |
| Franklin Managed Trust - Rising Dividends Fund | Dec 31, 2017 | 3.2M | 444.4M | 1.5% |
| SPDR S&P 500 ETF Trust | Jun 30, 2018 | 2.4M | 327.4M | 1.1% |
| Vanguard Institutional Index Fund-Institutional Index Fund | Dec 31, 2017 | 2.2M | 303.1M | 1.0% |
| Income Fund of America Inc | Jun 30, 2018 | 2.0M | 269.2M | 0.9% |
| Price (T.Rowe) Mid Cap Growth Fund | Jun 30, 2018 | 2M | 267.6M | 0.9% |
| Vanguard Specialized-Dividend Appreciation Index Fund | Jan 31, 2018 | 1.9M | 259.3M | 0.9% |
| Principal Mid Cap Fund | Jun 30, 2018 | 1.8M | 241.5M | 0.8% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.