Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Core S&P Smallcap ETF | Jun 30, 2018 | 981.5K | 59.8M | 4.8% |
| Neuberger & Berman Genesis Fund | Jun 30, 2018 | 688.6K | 42.0M | 3.4% |
| Vanguard Small-Cap Index Fund | Dec 31, 2017 | 460.3K | 25.0M | 2.3% |
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 452.2K | 24.5M | 2.2% |
| iShares Russell 2000 ETF | Jun 30, 2018 | 434.7K | 26.5M | 2.1% |
| Vanguard Small Cap Value Index Fund | Dec 31, 2017 | 280.7K | 15.2M | 1.4% |
| Delaware Group Equity Funds V-Small Cap Value Fund | Feb 28, 2018 | 278.5K | 15.5M | 1.4% |
| iShares S&P Smallcap 600 Value ETF | Jun 30, 2018 | 262.8K | 16.0M | 1.3% |
| Vanguard Extended Market Index Fund | Dec 31, 2017 | 249.0K | 13.5M | 1.2% |
| DFA U.S. Small Cap Series | Jan 31, 2018 | 226.8K | 13.7M | 1.1% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.