Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 8.9M | 663.1M | 2.4% |
| Vanguard 500 Index Fund | Dec 31, 2017 | 6.3M | 470.2M | 1.7% |
| Washington Mutual Investors Fund | Jun 30, 2018 | 4.9M | 418.0M | 1.3% |
| Franklin Managed Trust - Rising Dividends Fund | Dec 31, 2017 | 4.5M | 335.2M | 1.2% |
| Vanguard/Wellesley Income Fund | Mar 31, 2018 | 4.2M | 308.2M | 1.1% |
| SPDR S&P 500 ETF Trust | Jun 30, 2018 | 4.1M | 352.0M | 1.1% |
| Vanguard Fenway Funds-Equity Income Fund | Mar 31, 2018 | 4.0M | 291.1M | 1.1% |
| Vanguard Institutional Index Fund-Institutional Index Fund | Dec 31, 2017 | 3.7M | 278.7M | 1.0% |
| MFS Series Trust X-MFS International Value Fund | Feb 28, 2018 | 3.6M | 265.3M | 1.0% |
| FPA Funds Tr-FPA Crescent Fund | Dec 31, 2017 | 3.2M | 237.1M | 0.9% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.