Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| DFA U.S. Small Cap Value Series | Jan 31, 2018 | 1.6M | 86.7M | 3.4% |
| Fidelity Small Cap Discovery Fund | Apr 30, 2018 | 1.4M | 68.2M | 3.0% |
| John Hancock Fds III-Disciplined Value Mid Cap Fd | Jun 30, 2018 | 1.2M | 58.7M | 2.6% |
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 1.1M | 62.7M | 2.4% |
| Vanguard Small-Cap Index Fund | Dec 31, 2017 | 1.1M | 59.9M | 2.3% |
| Fidelity Small Cap Value Fund | Apr 30, 2018 | 964.3K | 46.9M | 2.0% |
| Vanguard Small Cap Value Index Fund | Dec 31, 2017 | 704.8K | 39.0M | 1.5% |
| Wasatch Small Cap Growth Fund | Dec 31, 2017 | 627.5K | 34.7M | 1.3% |
| Wasatch Core Growth Fund | Dec 31, 2017 | 605.4K | 33.5M | 1.3% |
| Vanguard Extended Market Index Fund | Dec 31, 2017 | 591.4K | 32.7M | 1.3% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.