Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Price (T.Rowe) Small Cap Stock Fund | Jun 30, 2018 | 236.4K | 12.6M | 2.2% |
| iShares Russell 2000 ETF | Jun 30, 2018 | 202.6K | 10.8M | 1.9% |
| Price (T.Rowe) Institutional Small-Cap Stock Fund | Jun 30, 2018 | 114.7K | 6.1M | 1.1% |
| iShares Russell 2000 Growth ETF | Jun 30, 2018 | 92.4K | 4.9M | 0.9% |
| Wasatch Microcap Fund | Dec 31, 2017 | 64.4K | 3.7M | 0.6% |
| Wasatch Micro-Cap Value Fund | Dec 31, 2017 | 55K | 3.2M | 0.5% |
| Price (T.Rowe) U.S. Small-Cap Core Equity Trust | Jun 30, 2018 | 34.3K | 1.8M | 0.3% |
| Vanguard Information Technology Index Fund | Feb 28, 2018 | 24.7K | 1.1M | 0.2% |
| iShares Micro Cap ETF | Jun 30, 2018 | 24.4K | 1.3M | 0.2% |
| Fidelity Small Cap Index Fund | Apr 30, 2018 | 19.2K | 995.5K | 0.2% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.