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 6,937,207 2.11 16,728 0.24 0.1 12/31/2016
MFS Value A 4,789,246 1.46 0 0.00 0.92 11/30/2016
Vanguard 500 Index Inv 4,798,016 1.46 136,459 2.93 0.13 12/31/2016
SPDR® S&P 500 ETF 3,746,021 1.20 -25,080 -0.67 0.13 01/20/2017
Vanguard Institutional Index I 3,586,150 1.09 -44,485 -1.23 0.13 12/31/2016
MainStay Large Cap Growth A 2,587,300 0.79 -97,700 -3.64 1.48 11/30/2016
JHancock Disciplined Value Mid Cap A 2,492,833 0.76 84,434 3.51 1.46 11/30/2016
Principal MidCap R2 2,466,854 0.75 -15,700 -0.63 1.58 11/30/2016
Wells Fargo Special Mid Cap Value Inst 2,043,100 0.62 34,100 1.70 2.82 11/30/2016
Vanguard Growth Index Inv 1,945,655 0.59 39,636 2.08 0.27 12/31/2016
Fidelity Spartan® 500 Index Inv 1,809,678 0.55 14,264 0.79 0.13 11/30/2016
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 1,664,690 0.51 -7,860 -0.47 2.05 11/30/2016
Artisan Mid Cap Investor 1,543,210 0.47 451,096 41.30 1.64 12/31/2016
JPMorgan US Large Cap Core Plus A 1,489,463 0.45 -177,473 -10.65 1.15 11/30/2016
MFS Massachusetts Investors Tr A 1,420,485 0.43 0 0.00 1.89 11/30/2016
JPMorgan Equity Income Select 1,370,941 0.42 0 0.00 0.79 11/30/2016
Vanguard Windsor™ II Inv 1,340,800 0.41 0 0.00 0.22 09/30/2016
Victory Sycamore Established Value R 1,347,583 0.41 321,083 31.28 1.44 12/31/2016
DFA US Large Cap Value I 1,228,952 0.37 2,547 0.21 0.49 11/30/2016