Susan E. Kelly

Massachusetts Financial Services Co., dba 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. (TSX, 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).

Third Avenue Management LLC (TAM) is a registered investment advisor and mutual fund manager headquartered New York City. The firm was founded by Martin J. Whitman in 1986 as EQSF Advisers, Inc. They are a subsidiary of Third Avenue Holdings Delaware LLC, ultimately held by Affiliated Manager's Group, Inc. (NYSE: AMG). TAM provides investment advice to registered investment companies, private funds, offshore funds, individuals, corporations, pension plans, trusts, estates, educational institutions, endowments and foundations.

SunAmerica Asset Management LLC (SAAMCo) is a SEC-registered investment advisor and mutual fund manager headquartered in Jersey City, New Jersey. The firm was founded in 1982 and is a wholly-owned subsidiary of American General Life Insurance Co., ultimately owned by Corebridge Financial, Inc. (NYSE: CRBG). SAAMCo offers investment management and advisory services to open-ended US registered investment companies and to offshore, wholly owned subsidiaries of a certain registered fund. They also offer model portfolios in connection with wrap programs known as unified managed account (UMA) wrap programs.

Artisan Partners LP (Artisan Partners) is a mutual fund manager and SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded in 2009 by Andrew Ziegler and is a wholly-owned subsidiary of Artisan Partners Holdings LP, itself a subsidiary of Artisan Partners Asset Management, Inc. (NYSE: APAM). Artisan Partners serves as investment adviser to a variety of separately managed accounts, unregistered pooled investment vehicles, trustees of collective investment trusts, and to each series of Artisan Partners Funds, Inc., an open-ended management investment company.

TDAM USA, Inc. is an investment advisory firm headquartered in New York City. The firm was founded as Waterhouse Asset Management, Inc. in 1995 and do-business-as TD Asset Management. They are a wholly-owned subsidiary of TD Bank US Holding Co., which is wholly-owned by the Toronto-Dominion Bank (NYSE, TSE: TD), a Canadian chartered bank. TDAM USA provides discretionary investment management services to corporations and certain affiliates, such as TDAM and TD Bank, N.A. They also offer services to pension plans, endowments and foundations, but do not directly offer their services to high net-worth or retail clients.

Impax Asset Management LLC is a SEC-registered investment advisor headquartered in Portsmouth, New Hampshire. It was founded in 1971 as Pax World Management LLC. They became Impax Asset Management LLC when they were acquired by Great Britain-based Impax Asset Management Group plc in 2018. Impax Asset Management provides portfolio management services to registered mutual funds and separate account management to institutional clients.

Vestmark, Inc. operates technology platform for integrating portfolio management, trading and back office functions. Its services include business process outsourcing, implementations, support, and education services. The company was founded by Charles D. Johnson and David B. Blundin in February 2001 and is headquartered in Wakefield, MA.

Cogo Labs, Inc. supports new companies to be profitable. It offers engineering, analytics, and design solutions. The company was founded by David Blundin and is headquartered in Cambridge, MA.

Part of Marsh & McLennan Cos., Inc., Mercer William M Ltd. is a consulting services provider. The company is based in Deerfield, IL.

Part of Manulife Financial Corp., John Hancock Funds, Inc. provides investment services. The company is based in Lansdowne, PA. Andrew Grant Arnott has been the CEO of the company since 2012.

Bowdoin College is an independent, nonsectarian, coeducational residential, undergraduate liberal arts institution founded in 1794. It is located in Brunswick, ME.

Digi-Key Corp. distributes electronic components. It also distributes semiconductors, discrete, electromechanical parts. Its products include audio products, batteries, cable assemblies, capacitors, computer & video accessories, connectors, crystals & oscillators, discrete semiconductor products and many more. The company was founded by Ronald A. Stordahl in 1972 and is headquartered in Thief River Falls, MN.

Rogerscasey, Inc. offers investment consulting services and software solutions. It offers performance reporting, target-date funds, and master manager solutions. The company is founded in 1968 and is headquartered in Darien, CT.

DSS Wealth Management, Inc., part of DSS, Inc., is a company headquartered in West Henrietta, NY. The firm provides investment advice. It was founded in 2021. Frank D. Heuszel has been the CEO since the company founding.

CFGI LLC provides non-audit accounting advisory services to the public and private clients. It offers interim management, corporate tax, robotic process automation, business transformation, and private equity services. The company was founded by Nicholas Nardone and Shane T. Caiazzo in 2000 and is headquartered in New York, NY.