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 85,948,635 2.16 1,544,035 1.83 0.2 02/28/2017
Franklin Income A 65,960,104 1.68 18,118,645 37.87 0.99 12/31/2016
Vanguard 500 Index Inv 58,562,220 1.47 531,307 0.92 0.24 02/28/2017
Vanguard Wellington™ Inv 54,889,840 1.40 0 0.00 0.7 12/31/2016
SPDR® S&P 500 ETF 45,886,613 1.08 555,905 1.23 0.23 03/22/2017
Vanguard Institutional Index I 43,028,672 1.08 230,883 0.54 0.24 02/28/2017
Vanguard Windsor™ II Inv 34,968,867 0.89 -1,604,800 -4.39 0.9 12/31/2016
Fidelity Spartan® 500 Index Inv 22,065,502 0.56 52,519 0.24 0.24 01/31/2017
Loomis Sayles Bond Instl 21,480,222 0.54 0 0.00 1.9 01/31/2017
VA CollegeAmerica Cap Inc Bldr 529E 20,000,000 0.51 20,000,000 New 0.25 12/31/2016
Vanguard Value Index Inv 19,295,079 0.49 475,615 2.53 0.44 02/28/2017
Consumer Discret Sel Sect SPDR® ETF 19,299,172 0.46 0 0.00 1.87 03/22/2017
DFA US Large Cap Value I 12,541,277 0.32 71,977 0.58 0.77 01/31/2017
iShares Russell 1000 Value 12,616,625 0.30 9,920 0.08 0.41 03/21/2017
Vanguard High Dividend Yield ETF 10,271,950 0.26 83,853 0.82 0.52 02/28/2017
CREF Stock R1 9,292,448 0.23 -31,483 -0.34 0.1 01/31/2017
Lord Abbett Affiliated A 8,498,500 0.21 -49,900 -0.58 1.63 01/31/2017
Hartford Dividend and Growth A 7,287,990 0.18 0 0.00 1.14 01/31/2017
Vanguard Windsor™ Inv 7,371,550 0.19 -3,063,600 -29.36 0.51 12/31/2016
Diamond Hill Large Cap A 7,053,490 0.18 575,685 8.89 1.98 02/28/2017