Major Shareholders 

BX

Name Shares
Held
% Total
Shares Held
Shares
Change
% Chg from
Prior Port
% Total
Assets
Date of
Portfolio
Star Rating
AZ InvestEd Ivy Asset Strategy E 12,253,130 1.07 12,253,130 New 1.13 12/31/2013
Ivy Asset Strategy C 12,253,130 1.07 0 0.00 1.13 12/31/2013
Janus Twenty D 10,394,502 0.91 4,422,773 74.06 3.29 12/31/2013
Janus Balanced D 5,843,244 0.51 0 0.00 1.67 12/31/2013
Thornburg Investment Income Builder A 4,105,000 0.36 0 0.00 0.8 02/28/2014
Janus Growth & Income D 3,864,727 0.34 692,042 21.81 2.89 12/31/2013
Fidelity VIP Growth Inv 2,900,448 0.25 778,500 36.69 1.95 02/28/2014
Fidelity® Equity-Income 2,686,032 0.23 55,000 2.09 0.93 02/28/2014
Fidelity® Puritan® 2,595,500 0.22 0 0.00 0.38 02/28/2014
Eaton Vance Large-Cap Value A 2,555,000 0.22 -45,000 -1.73 1.4 02/28/2014
Fidelity® Series Equity-Income 2,425,339 0.21 72,000 3.06 0.7 02/28/2014
Fidelity VIP Mid Cap Inv 2,269,397 0.20 0 0.00 0.82 02/28/2014
Fidelity Advisor® Equity Growth Instl 2,222,233 0.19 595,400 36.60 1.95 02/28/2014
Fidelity® Magellan® 1,898,800 0.16 0 0.00 0.39 02/28/2014
Fidelity® Diversified International 1,890,400 0.16 0 0.00 0.23 02/28/2014
Fidelity VIP Equity-Income Inv 1,856,226 0.16 67,900 3.80 0.98 02/28/2014
CREF Growth 1,612,927 0.14 180,291 12.58 0.27 02/28/2014
CREF Stock 1,557,753 0.14 -221,987 -12.47 0.04 02/28/2014
American Beacon Lg Cap Value Inst 1,474,600 0.13 0 0.00 0.43 02/28/2014
Calamos Growth A 1,452,000 0.13 0 0.00 1.12 02/28/2014