Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Core S&P Smallcap ETF | Jun 30, 2018 | 3.6M | 54.9M | 5.3% |
| AB Discovery Value Fund | Feb 28, 2018 | 2.0M | 22.6M | 3% |
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 1.6M | 17.1M | 2.3% |
| Vanguard Small-Cap Index Fund | Dec 31, 2017 | 1.5M | 16.0M | 2.2% |
| Price (T.Rowe) Small-Cap Value Fund | Jun 30, 2018 | 1.4M | 21.7M | 2.1% |
| iShares Russell 2000 ETF | Jun 30, 2018 | 1.4M | 21.4M | 2.1% |
| Vanguard Small Cap Value Index Fund | Dec 31, 2017 | 990.9K | 10.7M | 1.5% |
| DFA U.S. Small Cap Series | Jan 31, 2018 | 968.2K | 10.7M | 1.4% |
| DFA U.S. Targeted Value Portfolio | Jan 31, 2018 | 962.6K | 10.7M | 1.4% |
| Vanguard Extended Market Index Fund | Dec 31, 2017 | 846.3K | 9.1M | 1.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.