Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 3.8M | 555.6M | 2.3% |
| Vanguard 500 Index Fund | Dec 31, 2017 | 2.7M | 389.8M | 1.6% |
| Investment Company Of America | Jun 30, 2018 | 2.5M | 281.0M | 1.5% |
| SPDR S&P 500 ETF Trust | Jun 30, 2018 | 1.7M | 198.2M | 1.1% |
| Vanguard Institutional Index Fund-Institutional Index Fund | Dec 31, 2017 | 1.6M | 231.0M | 1.0% |
| John Hancock Mutual Fds III-Disciplined Value Fd | Jun 30, 2018 | 1.6M | 178.1M | 1.0% |
| Franklin Custodian Funds-Income Fund | Dec 31, 2017 | 1.5M | 219.3M | 0.9% |
| First Eagle Global Fund | Jan 31, 2018 | 1.4M | 210.9M | 0.8% |
| American Balanced Fund | Jun 30, 2018 | 1.3M | 142.2M | 0.8% |
| Income Fund of America Inc | Jun 30, 2018 | 1.2M | 136.5M | 0.7% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.