Major Shareholders 

F

Name Shares
Held
% Total
Shares Held
Shares
Change
% Chg from
Prior Port
% Total
Assets
Date of
Portfolio
Star Rating
Vanguard Total Stock Mkt Idx 84,404,600 2.12 1,798,987 2.18 0.2 01/31/2017
Franklin Income A 65,960,104 1.68 18,118,645 37.87 0.99 12/31/2016
Vanguard 500 Index Inv 58,030,913 1.46 978,678 1.72 0.25 01/31/2017
Vanguard Wellington™ Inv 54,889,840 1.40 0 0.00 0.7 12/31/2016
SPDR® S&P 500 ETF 44,710,250 1.14 31,668 0.07 0.24 02/23/2017
Vanguard Institutional Index I 42,797,789 1.08 153,659 0.36 0.24 01/31/2017
Vanguard Windsor™ II Inv 34,968,867 0.89 -1,604,800 -4.39 0.9 12/31/2016
Fidelity Spartan® 500 Index Inv 22,012,983 0.56 470,788 2.19 0.24 12/31/2016
Loomis Sayles Bond Instl 21,480,222 0.55 0 0.00 1.94 12/31/2016
Consumer Discret Sel Sect SPDR® ETF 19,319,619 0.49 -20,541 -0.11 1.99 02/23/2017
VA CollegeAmerica Cap Inc Bldr 529E 20,000,000 0.51 20,000,000 New 0.25 12/31/2016
Vanguard Value Index Inv 18,819,464 0.47 466,620 2.54 0.45 01/31/2017
iShares Russell 1000 Value 12,490,440 0.32 0 0.00 0.42 02/23/2017
DFA US Large Cap Value I 12,469,300 0.32 -3,087 -0.02 0.78 12/31/2016
Vanguard High Dividend Yield ETF 10,188,097 0.26 -162,189 -1.57 0.53 01/31/2017
CREF Stock R1 9,323,931 0.24 -273,832 -2.85 0.1 12/31/2016
Lord Abbett Affiliated A 8,548,400 0.22 -24,400 -0.28 1.6 12/31/2016
Vanguard Windsor™ Inv 7,371,550 0.19 -3,063,600 -29.36 0.51 12/31/2016
Hartford Dividend and Growth A 7,287,990 0.19 0 0.00 1.12 12/31/2016
Diamond Hill Large Cap A 6,477,805 0.16 0 0.00 1.91 01/31/2017