Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Core S&P Smallcap ETF | Jun 30, 2018 | 1.1M | 69.2M | 5.4% |
| Vanguard Small-Cap Index Fund | Dec 31, 2017 | 517.9K | 40.6M | 2.5% |
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 510.7K | 40.1M | 2.4% |
| iShares Russell 2000 ETF | Jun 30, 2018 | 446.0K | 27.4M | 2.1% |
| American Century Small Cap Value Fund | Jun 30, 2018 | 395K | 24.3M | 1.9% |
| Delaware Group Equity Funds V-Small Cap Value Fund | Feb 28, 2018 | 378.3K | 23.2M | 1.8% |
| iShares S&P Small Cap 600 Growth Index ETF | Jun 30, 2018 | 335.8K | 20.6M | 1.6% |
| Vanguard Small-Cap Growth Index Fund | Dec 31, 2017 | 283.1K | 22.2M | 1.4% |
| Vanguard Extended Market Index Fund | Dec 31, 2017 | 281.3K | 22.1M | 1.3% |
| AMG Chicago Equity Partners Balanced Fd | Mar 31, 2018 | 255.1K | 15.5M | 1.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.