Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 3.6M | 513.2M | 2.5% |
| Vanguard 500 Index Fund | Dec 31, 2017 | 2.5M | 364.0M | 1.8% |
| SPDR S&P 500 ETF Trust | Jun 30, 2018 | 1.6M | 196.9M | 1.1% |
| Vanguard Institutional Index Fund-Institutional Index Fund | Dec 31, 2017 | 1.5M | 215.7M | 1.1% |
| Vanguard Specialized-Dividend Appreciation Index Fund | Jan 31, 2018 | 1.3M | 193.0M | 0.9% |
| Select Sector SPDR Fund-Financial | Jun 30, 2018 | 1.3M | 163.3M | 0.9% |
| JP Morgan Mid Cap Value Fund | Jun 30, 2018 | 1.2M | 144.0M | 0.8% |
| Fidelity 500 Index Fund | Jun 30, 2018 | 951.9K | 116.1M | 0.7% |
| iShares Core S&P 500 ETF | Jun 30, 2018 | 929.7K | 113.4M | 0.7% |
| American Century Mid Cap Value Fund | Jun 30, 2018 | 831.8K | 101.4M | 0.6% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.