Major Shareholders 

BX

Name Shares
Held
% Total
Shares Held
Shares
Change
% Chg from
Prior Port
% Total
Assets
Date of
Portfolio
Star Rating
Fidelity® Series Equity-Income 8,559,939 0.72 188,600 2.25 1.79 12/31/2016
Janus Twenty D 6,519,187 0.54 -465,089 -6.66 2.18 12/31/2016
Thornburg Investment Income Builder A 5,720,000 0.48 0 0.00 0.98 12/31/2016
Fidelity® Equity-Income 5,278,032 0.44 276,900 5.54 1.65 12/31/2016
Janus Balanced D 4,466,544 0.37 -889,456 -16.61 0.95 12/31/2016
MFS Massachusetts Investors Gr Stk A 4,095,123 0.34 -59,558 -1.43 1.77 12/31/2016
Fidelity VIP Equity-Income Inv 3,652,826 0.31 180,300 5.19 1.73 12/31/2016
ClearBridge Dividend Strategy B 3,340,820 0.28 0 0.00 1.63 12/31/2016
Fidelity® Equity Dividend Income 2,728,000 0.23 0 0.00 1.29 12/31/2016
Fidelity® Series Growth & Income 2,585,300 0.22 -129,000 -4.75 0.77 12/31/2016
Fidelity® Series Stk Selec Lg Cp Val 2,493,500 0.21 150,000 6.40 0.72 12/31/2016
American Beacon Lg Cap Value Inst 1,989,048 0.17 -132,000 -6.22 0.64 12/31/2016
Fidelity® Growth & Income 1,940,300 0.16 38,400 2.02 0.75 12/31/2016
MFS Massachusetts Investors Tr A 1,657,947 0.14 203,605 14.00 0.77 12/31/2016
Alger Spectra A 1,722,474 0.14 102,878 6.35 0.87 11/30/2016
Hartford Capital Appreciation A 1,613,342 0.13 1,613,342 New 0.52 12/31/2016
American Funds NVIT Asset Allocation II 1,510,000 0.13 1,510,000 New 0.21 12/31/2016
Fidelity® Magellan® 1,463,700 0.12 0 0.00 0.26 12/31/2016
Fidelity Advisor® Equity Income I 1,397,703 0.12 67,000 5.03 1.72 12/31/2016
Waddell & Reed Core Investment A 1,321,000 0.11 1,321,000 New 0.93 12/31/2016