Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Price (T.Rowe) Small Cap Stock Fund | Jun 30, 2018 | 5.6M | 7.1M | 3.7% |
| Price (T.Rowe) Small-Cap Value Fund | Jun 30, 2018 | 5.1M | 6.5M | 3.4% |
| DFA International Small Cap Value Portfolio | Jan 31, 2018 | 5.0M | 7.9M | 3.3% |
| Price (T.Rowe) New Era Fund | Jun 30, 2018 | 3.0M | 3.9M | 2% |
| Price (T.Rowe) Institutional Small-Cap Stock Fund | Jun 30, 2018 | 2.1M | 2.6M | 1.4% |
| Vanguard International Stock Index-Total Intl Stock Indx | Jan 31, 2018 | 1.8M | 2.9M | 1.2% |
| DFA Investment Dimensions-Canadian Small Company Series | Jan 31, 2018 | 1.2M | 2.0M | 0.8% |
| Price (T.Rowe) U.S. Small-Cap Value Equity Trust | Jun 30, 2018 | 888.8K | 1.1M | 0.6% |
| DFA International Core Equity Portfolio | Jan 31, 2018 | 894.1K | 1.4M | 0.6% |
| Price (T.Rowe) U.S. Small-Cap Core Equity Trust | Jun 30, 2018 | 841.7K | 1.1M | 0.6% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.