Major Shareholders 

BX

Name Shares
Held
% Total
Shares Held
Shares
Change
% Chg from
Prior Port
% Total
Assets
Date of
Portfolio
Star Rating
Janus Twenty D 7,633,355 0.64 1,114,168 17.09 2.7 03/31/2017
Fidelity® Equity-Income 4,687,532 0.39 0 0.00 2.27 02/28/2018
MFS Massachusetts Investors Gr Stk A 4,176,303 0.35 -22,641 -0.54 1.95 02/28/2018
ClearBridge Dividend Strategy B 4,300,000 0.36 0 0.00 2.2 12/31/2017
Fidelity VIP Equity-Income Inv 3,707,226 0.31 0 0.00 2.31 02/28/2018
AZ InvestEd Ivy Core Equity E 3,826,600 0.32 3,108,100 432.58 2.58 12/31/2017
Fidelity® Series Stk Selec Lg Cp Val 3,143,500 0.26 0 0.00 1.07 02/28/2018
Waddell & Reed Core Investment A 3,103,500 0.26 336,800 12.17 2.69 09/30/2017
Fidelity® Equity Dividend Income 2,761,100 0.23 61,100 2.26 1.71 02/28/2018
Fidelity® Magellan® 2,634,800 0.22 0 0.00 0.52 02/28/2018
Janus Balanced D 2,735,672 0.23 -55,313 -1.98 0.62 12/31/2017
Fidelity® Series Growth & Income 2,574,200 0.21 -202,300 -7.29 0.68 02/28/2018
Fidelity® Series Intrinsic Oppos F 2,155,700 0.18 0 0.00 0.54 01/31/2018
MFS Massachusetts Investors Tr A 1,619,289 0.13 0 0.00 0.84 02/28/2018
MFS Growth B 1,528,714 0.13 0 0.00 0.29 02/28/2018
American Beacon Lg Cap Value Inst 1,517,748 0.13 -42,700 -2.74 0.71 02/28/2018
MFS Research A 1,469,686 0.12 0 0.00 0.88 02/28/2018
Fidelity® Growth & Income 1,427,500 0.12 -129,100 -8.29 0.67 02/28/2018
American Funds NVIT Asset Allocation II 1,510,000 0.13 0 0.00 0.19 03/31/2018
Fidelity® Value 1,416,904 0.12 -62,500 -4.22 0.58 02/28/2018