Major Shareholders 

FIS

Name Shares
Held
% Total
Shares Held
Shares
Change
% Chg from
Prior Port
% Total
Assets
Date of
Portfolio
Star Rating
Vanguard Total Stock Mkt Idx 7,320,656 2.23 136,350 1.90 0.1 03/31/2017
Vanguard 500 Index Inv 5,014,798 1.53 90,397 1.84 0.13 03/31/2017
MFS Value A 4,980,894 1.51 30,840 0.62 0.94 03/31/2017
SPDR® S&P 500 ETF 3,810,564 1.22 3,810,564 New 0.13 04/26/2017
Vanguard Institutional Index I 3,593,565 1.09 -26,377 -0.73 0.13 03/31/2017
T. Rowe Price Growth Stock 3,576,600 1.09 3,576,600 New 0.59 03/31/2017
JHancock Disciplined Value Mid Cap A 2,775,766 0.84 113,287 4.25 1.62 02/28/2017
Principal MidCap R2 2,410,922 0.73 -55,572 -2.25 1.47 03/31/2017
Wells Fargo Special Mid Cap Value Inst 2,252,700 0.69 32,900 1.48 2.86 02/28/2017
T. Rowe Price Blue Chip Growth 2,133,600 0.65 642,000 43.04 0.46 03/31/2017
Janus Enterprise D 2,107,066 0.64 894,314 73.74 1.28 03/31/2017
Vanguard Growth Index Inv 1,999,440 0.61 40,685 2.08 0.26 03/31/2017
Fidelity Spartan® 500 Index Inv 1,871,565 0.57 15,860 0.85 0.13 02/28/2017
MainStay Large Cap Growth A 1,762,100 0.54 -32,500 -1.81 1.12 02/28/2017
T. Rowe Price Mid-Cap Growth 1,750,000 0.53 0 0.00 0.53 03/31/2017
Victory Sycamore Established Value R 1,658,100 0.50 310,517 23.04 1.52 03/31/2017
JPMorgan Equity Income Select 1,598,621 0.49 181,980 12.85 0.9 02/28/2017
MFS Massachusetts Investors Gr Stk A 1,616,154 0.49 -8,148 -0.50 1.93 03/31/2017
Artisan Mid Cap Investor 1,463,157 0.45 -80,053 -5.19 1.61 03/31/2017
MFS Massachusetts Investors Tr A 1,420,485 0.43 0 0.00 1.86 03/31/2017