Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Vanguard International Stock Index-Total Intl Stock Indx | Jan 31, 2018 | 1.2M | 33.8M | 1.4% |
| Delaware Group Equity Funds V-Small Cap Value Fund | Feb 28, 2018 | 1.2M | 28.2M | 1.3% |
| Victory Portfolios-Victory RS Small Cap Growth Fund | Dec 31, 2017 | 915.9K | 26.1M | 1.0% |
| Legg Mason Glb Asset Mgt Tr-Clearbridge Small Cap Fd | Jun 30, 2018 | 779.2K | 15.2M | 0.9% |
| Neuberger & Berman International Equity Fund | Jun 30, 2018 | 674.9K | 13.2M | 0.7% |
| Vanguard Tax Managed Fund-Vanguard Developed Markets Index Fund | Dec 31, 2017 | 501.2K | 14.3M | 0.6% |
| iShares MSCI EAFE Small Cap ETF | Jun 30, 2018 | 463.1K | 9.0M | 0.5% |
| Lord Abbett Mid Cap Stock Fund | Dec 31, 2017 | 462.3K | 13.2M | 0.5% |
| Nuveen Investment Trust II - International Growth Fund | Jun 30, 2018 | 454.8K | 8.9M | 0.5% |
| Professionally Managed Portf-Hodges Small Cap Fund | Jun 30, 2018 | 400K | 7.8M | 0.4% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.