Marc Lucas Johnston

BNY Mellon Investment Adviser, Inc. (BNYMIA) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1951 and formerly known as The Dreyfus Corp. They are a wholly-owned subsidiary of MBC Investments Corp., ultimately held by The Bank of New York Mellon Corp. (NYSE: BK). BNYMIA serves as an investment advisor to mutual funds, such as the BNY Mellon Family of Funds and The BNY Mellon Funds Trust, and as sub-investment advisor to non-affiliated mutual funds. Formed in 2009, Dreyfus Cash Investment Strategies (Dreyfus) is a division of the BNYMIA that offers money market strategies to US and non-US institutional investors.

Massachusetts Financial Services Co., do-business-as MFS Investment Management (MFS), is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1924 and is a subsidiary of Sun Life of Canada (US) Financial Services Holdings, Inc., ultimately held by Sun Life Financial, Inc. (TSE, NYSE: SLF) in Canada. The firm provides investment advisory and sub-advisory services to a range of institutional clients and pooled investment vehicles. MFS is a responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI).

Manning & Napier Advisors LLC (MNA) is an investment advisory firm headquartered in Fairport, New York. The firm was formed in 2011 as the successor to Manning & Napier Advisors, Inc., which was founded as a partnership in 1970. They are a wholly-owned subsidiary of Manning & Napier Group LLC and their ultimate parent is Callodine Midco, Inc. MNA provides investment advice to individuals and institutional clients. The firm also acts as the sub-advisor to affiliated and unaffiliated advisors and to certain registered and unregistered commingled investment vehicles.

National Rural Electric Cooperative Association is a non-profit organization that provides retail electric services. It organizes annual meetings of cooperative and rural leaders and consumers and also holds expositions of products and equipment required in operation of electric utilities. The company was founded in 1942 and is headquartered in Arlington, VA.

RFE Management Corp (RFE Management) is a private equity firm founded in 1979. The firm is headquartered in Westport, Connecticut.

Founded in 1999, Credit Suisse Asset Management LLC (CSAM) is a registered investment advisor headquartered in New York City. The firm is an indirect wholly-owned subsidiary of Credit Suisse Group AG (NYSE: CS), a publicly owned foreign bank holding company based in Switzerland.

Capital Research & Management Co. (CR&M) is a SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded in 1931 and is a wholly-owned subsidiary of The Capital Group Cos., Inc. CR&M is the investment adviser to the Capital Group exchange-traded funds (ETFs) and to the American Funds family of mutual funds.

Eaton Vance Management (EVM) is a SEC-registered mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1979 when Eaton & Howard merged with Vance, Sanders & Co. Prior to March 2021, they were a wholly-owned subsidiary of Eaton Vance Corp. Their direct owner is Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). EVM offers advisory services in a variety of equity, income, mixed-asset and alternative strategies to institutional clients, mutual funds, other pooled investment vehicles, and retail separately managed accounts.

Sands Capital Management LLC (Sands Capital) is a SEC-registered investment advisor headquartered in Arlington, Virginia. The firm was founded in 1992 by Frank Sands and is majority owned by Sands Capital Management LP. Sands Capital provides investment management services to both US and non-US clients who have different tax statuses, often depending on the jurisdiction.

Putnam Investment Management LLC (PIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. Founded in 1971, the firm is a wholly-owned subsidiary of Putnam US Holdings I LLC and became an indirect, wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN) in 2024. PIM provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds.

American Century Investments Services, Inc. provides investment and money management services. The company was founded by James E. Stowers in 1958 and is headquartered in Kansas City, MO.

Part of Invesco Ltd., OppenheimerFunds Distributor, Inc. provides investment advice. The company is based in Denver, CO.

Tremont Group Holdings LLC provides investment services. It offers investment for hedge fund products and multi-manager portfolio. The company was founded in 1984 and is headquartered in Rye, NY.

Ironwood Investment Management LLC (Ironwood) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded by Warren Isabelle in 1997 and formerly known as Intrepid Partners LLC and Ironwood Capital Management LLC. Ironwood provides advisory services focused on domestic stocks through several targeted investment products. The firm also serves as portfolio manager to wrap fee programs. Ironwood is a signatory to the United Nations Principles of Responsible Investing (UNPRI).

University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA.

Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY.

Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY.

Global Factory, Inc. provides collaborative manufacturing execution systems. The firm's software gather, organize & analyze demand, production & quality data from various sources and monitor key indicators & execute business processes to control, manage & optimize distributed manufacturing operations. The company was founded in 1999 and is headquartered in Santa Clara, CA.

Part of Barclays PLC, E.F. Hutton & Co., Inc. is a company that provides investment and financial services. The company is based in Providence, RI.

Founded in 1982 by Elliot Schlang, Great Lakes Review is an investment research firm located in Cleveland, Ohio. The firm is a division of Wellington Shields & Co. LLC and their ultimate parent is Wellington Shields Holdings LLC. Great Lakes Review provides company analysis and rating services to institutional clients including asset managers, broker/dealers, corporations, financial intermediaries, hedge funds and plan sponsors. Their products include thematics, statistics, individual company reports, company-specific news updates, weekly updates and periodic telephone updates. The firm maintains a buy list that is generally comprised of about 30 mid-cap companies located in the Midwestern region of the US. Great Lakes Review seeks to identify companies with true specialty niches, significant competitive advantages, above-average returns on both sales and equity, self-funding balance sheets with little debt, substantial inside ownership, few institutional shareholders, domestic orientations, constructive labor relations and reasonable price-to-earnings ratios.

Part of Guggenheim Partners LLC, Rydex Advisory Services LLC is a company that provides investment advice. The company is based in Rockville, MD.

Homestead Funds Trust is an open-end management investment company. The company was founded on February 15, 2019 and is headquartered in Arlington, VA.