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 8,800,239 0.77 240,300 2.81 1.95 02/28/2017
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 0.50 0 0.00 1.07 02/28/2017
Fidelity® Equity-Income 5,302,732 0.46 24,700 0.47 1.8 02/28/2017
Janus Balanced D 4,466,544 0.37 -889,456 -16.61 0.95 12/31/2016
MFS Massachusetts Investors Gr Stk A 4,033,546 0.35 -20,336 -0.50 1.79 03/31/2017
Fidelity VIP Equity-Income Inv 3,721,726 0.33 68,900 1.89 1.89 02/28/2017
ClearBridge Dividend Strategy B 3,340,820 0.29 0 0.00 1.72 03/31/2017
Fidelity® Equity Dividend Income 2,728,000 0.24 0 0.00 1.39 02/28/2017
Hartford Capital Appreciation A 2,649,952 0.23 0 0.00 0.92 03/31/2017
Fidelity® Series Stk Selec Lg Cp Val 2,493,500 0.22 0 0.00 0.76 02/28/2017
Fidelity® Series Growth & Income 2,187,100 0.19 -209,500 -8.74 0.69 02/28/2017
American Beacon Lg Cap Value Inst 1,989,048 0.17 0 0.00 0.73 02/28/2017
Alger Spectra A 1,637,347 0.14 -85,127 -4.94 0.98 01/31/2017
Fidelity® Growth & Income 1,696,200 0.15 -166,700 -8.95 0.69 02/28/2017
MFS Massachusetts Investors Tr A 1,657,947 0.15 0 0.00 0.81 03/31/2017
American Funds NVIT Asset Allocation II 1,510,000 0.13 0 0.00 0.2 03/31/2017
Fidelity® Magellan® 1,463,700 0.13 0 0.00 0.28 02/28/2017
Fidelity Advisor® Equity Income I 1,421,503 0.12 23,800 1.70 1.88 02/28/2017
Waddell & Reed Core Investment A 1,321,000 0.11 1,321,000 New 0.93 12/31/2016