Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Fidelity Low-Priced Stock Fund | Apr 30, 2018 | 9.6M | 106.0M | 9.4% |
| iShares Core S&P Smallcap ETF | Jun 30, 2018 | 5.4M | 70.9M | 5.3% |
| DFA U.S. Small Cap Value Series | Jan 31, 2018 | 3.3M | 46.2M | 3.3% |
| Vanguard Small-Cap Index Fund | Dec 31, 2017 | 2.5M | 38.4M | 2.4% |
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 2.4M | 37.9M | 2.4% |
| Fidelity Series Intrinsic Opportunities Fund | Apr 30, 2018 | 2.1M | 23.9M | 2.1% |
| iShares Russell 2000 ETF | Jun 30, 2018 | 2.1M | 27.9M | 2.1% |
| Vanguard Small Cap Value Index Fund | Dec 31, 2017 | 1.5M | 23.7M | 1.5% |
| iShares S&P Smallcap 600 Value ETF | Jun 30, 2018 | 1.5M | 19.1M | 1.4% |
| DFA U.S. Targeted Value Portfolio | Jan 31, 2018 | 1.4M | 19.0M | 1.3% |
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Holders
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Ultra plan.