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 7,094,989 2.16 157,782 2.27 0.11 01/31/2017
Vanguard 500 Index Inv 4,867,854 1.48 69,838 1.46 0.13 01/31/2017
MFS Value A 4,796,468 1.46 7,222 0.15 0.89 12/31/2016
SPDR® S&P 500 ETF 3,778,131 1.20 2,660 0.07 0.13 02/23/2017
Vanguard Institutional Index I 3,598,759 1.09 12,609 0.35 0.13 01/31/2017
Principal MidCap R2 2,466,494 0.75 31,240 1.28 1.57 01/31/2017
JHancock Disciplined Value Mid Cap A 2,535,075 0.77 42,242 1.69 1.44 12/31/2016
MainStay Large Cap Growth A 2,149,400 0.66 -437,900 -16.92 1.22 12/31/2016
Wells Fargo Special Mid Cap Value Inst 2,095,700 0.64 52,600 2.57 2.66 12/31/2016
Vanguard Growth Index Inv 1,926,855 0.59 -18,800 -0.97 0.27 01/31/2017
Fidelity Spartan® 500 Index Inv 1,851,288 0.56 41,610 2.30 0.13 12/31/2016
T. Rowe Price Mid-Cap Growth 1,750,000 0.53 -500,000 -22.22 0.54 09/30/2016
MFS Massachusetts Investors Gr Stk A 1,640,826 0.50 -23,864 -1.43 1.99 12/31/2016
Artisan Mid Cap Investor 1,543,210 0.47 451,096 41.30 1.64 12/31/2016
T. Rowe Price Blue Chip Growth 1,491,600 0.45 342,000 29.75 0.34 12/31/2016
MFS Massachusetts Investors Tr A 1,420,485 0.43 0 0.00 1.84 12/31/2016
JPMorgan Equity Income Select 1,416,641 0.43 45,700 3.33 0.78 12/31/2016
JPMorgan US Large Cap Core Plus A 1,351,043 0.41 -138,420 -9.29 1.05 12/31/2016
Victory Sycamore Established Value R 1,347,583 0.41 321,083 31.28 1.44 12/31/2016
Vanguard Windsor™ II Inv 1,340,800 0.41 0 0.00 0.22 12/31/2016