Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Core S&P Smallcap ETF | Jun 30, 2018 | 3.7M | 25.8M | 5.3% |
| American Beacon Small Cap Value Fd | May 31, 2018 | 2.4M | 18.7M | 3.4% |
| DFA U.S. Small Cap Value Series | Jan 31, 2018 | 1.8M | 12.3M | 2.6% |
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 1.7M | 12.3M | 2.4% |
| iShares Russell 2000 ETF | Jun 30, 2018 | 1.4M | 10.1M | 2.1% |
| JNL Series Trust-JNL/PPM America Small Cap Value Fund | Dec 31, 2017 | 1.2M | 8.9M | 1.7% |
| Franklin Value Investors Trust-Franklin Small Cap Value | Jan 31, 2018 | 1.2M | 8.0M | 1.7% |
| iShares S&P Smallcap 600 Value ETF | Jun 30, 2018 | 996.8K | 7.0M | 1.4% |
| Vanguard Extended Market Index Fund | Dec 31, 2017 | 948.7K | 6.9M | 1.4% |
| Franklin Templeton VIP-Small Cap Value VIP Fund | Dec 31, 2017 | 946.0K | 6.9M | 1.4% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.