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 10,506,319 0.88 1,760,018 20.12 3.37 12/31/2015
Janus Balanced D 7,642,182 0.64 588,372 8.34 1.68 12/31/2015
Fidelity® Series Equity-Income 6,767,739 0.57 -153,300 -2.21 1.62 02/29/2016
Thornburg Investment Income Builder A 6,052,600 0.51 0 0.00 0.99 02/29/2016
Fidelity® Equity-Income 4,233,732 0.36 15,900 0.38 1.51 02/29/2016
ClearBridge Dividend Strategy B 3,340,820 0.28 0 0.00 1.91 12/31/2015
Janus Growth & Income D 3,157,583 0.27 -196,570 -5.86 2.25 12/31/2015
Fidelity VIP Equity-Income Inv 3,018,126 0.25 67,300 2.28 1.56 02/29/2016
Fidelity® Equity Dividend Income 2,639,000 0.22 0 0.00 1.45 02/29/2016
American Beacon Lg Cap Value Inst 2,407,848 0.20 1,197,800 98.99 0.72 02/29/2016
Fidelity® Mid Cap Value 2,056,300 0.17 -123,400 -5.66 1.73 02/29/2016
Fidelity® Independence 1,704,600 0.14 0 0.00 1.21 02/29/2016
Alger Spectra A 1,625,573 0.14 -308,700 -15.96 0.81 01/31/2016
Janus D 1,452,637 0.12 -430,908 -22.88 0.54 12/31/2015
Janus Aspen Balanced Instl 1,338,042 0.11 129,254 10.69 1.72 12/31/2015
Fidelity® Series Stk Selec Lg Cp Val 1,483,900 0.12 109,300 7.95 0.53 02/29/2016
Fidelity® Magellan® 1,463,700 0.12 0 0.00 0.26 02/29/2016
MFS Massachusetts Investors Gr Stk A 1,204,961 0.10 1,204,961 New 0.49 02/29/2016
JHancock Financial Industries A 1,181,453 0.10 0 0.00 3.27 02/29/2016
MFS Massachusetts Investors Tr A 1,158,815 0.10 0 0.00 0.45 02/29/2016