Vision - Participating Companies

Mgmt Co Name:

Search by:


NOTE: Click on the management company name to view features offered.
1290 Funds	1919 Funds	Aberdeen-Asset Management
Acadian Funds	AEGON FUNDS	AGF Investments America Inc.
AIC Loomis Sayles	AIG Annuities (Zinnia-AGL)	AIG Annuities-Variable (Zinnia-AGL)
AIG Annuities-Variable & Index	Akre Focus Fund	Alger Funds **
AllianceBernstein Investments	Allianz	Allianz Life of New York
Allied Asset Advisors	Allspring	Alphacentric Pime Meridian Income Fnd
ALPS Portfolio Solutions	American Beacon Funds	American Century Funds
American Funds	American Funds Insurance Series	American Trust
American United Life Insurance	Ameritas Variable Annuity	AMCAP Management LLC
Angel Oak Funds	Angel Oak Term Trusts	Angelo Gordon
Annuity Investors Life	Aperture Investors	Apollo
Apollo Interval Funds	Apollo Realty Income Solutions Inc.	AQR Funds
Arbitrage Funds	Arboretum Investment Advisors, LLC	Ares Wealth Management Solutions
Ariel Investments	Artisan Funds	AVIT Funds
Axonic Capital	Baird Funds	Banco Popular Funds
Barings Private Credit Corporation	Baron Capital Management	Barrett Asset Management LLC
BBH Funds	BC Partners	Becker Value Equity Fund
Benefit Street Partners	BEACON TRUST	BlackRock Funds **
Blackstone Frei	Blackstone Private Credit Fund	Blackstone Private Equity Fund
Blackstone Real Estate Income Trust	Blackstone Secured Lending Fund	Blue Owl
Bluerock Asset Management	Bluerock Industrial Growth Reit	Boston Common Funds
Boston Partners Investment Funds	Bourne Financial Group	Bourne Seniors Housing I & II
Bramshill Investments LLC	Bridge Builder Mutual Funds	Bridges Investment Management
Brigade Capital	Bright Rock Funds	Brighthouse Financial
Brighthouse Financial (FKA MetCT)	Broadstone Real Estate LLC	Brookfield Investment Funds
Brookfield Real Estate Income Trust	Brookmont Capital Management	Brown Advisory Funds
BTS Funds **	Buffalo Funds	Calamos Funds
Calvert Funds	Cambiar Funds	Campbell Company Investment Adv LLC
Cantor Fitzgerald Investors LLC	Capital Group Commingled Funds	Capital Group Investment Trusts
Carillon Family of Funds	Carlyle	Carlyle I Alpinvest
Carret Asset Management	Causeway Capital	Centerstone Investors **
Central Park Group LLC	Centre Funds	Champlain
Chase Investment Counsel	Chiron Funds	Cion Man Management, LLC
City National Rochdale Funds	City National Rochdale Strategic	CIBC Atlas Funds
CIM Group	CION Ares Management LLC	Clarkston Capital Partners
Clipper Fund Inc	Clough Capital Partners	CNL Distributed Products
Coastal Ridge Real Estate	Cohen & Steers	Colorado Bondshares
Columbia Future Scholar 529	Columbia Threadneedle	Commerce Funds
Concorde Funds	Congress Asset Management	Cottonwood Residential Inc
Counterpoint Mutual Funds **	Cove Street Capital Funds	Credit Suisse Funds
Cromwell Funds	CUNA Mutual Group	Davis Funds
Dearborn Partners	Delaware Life (Onyx)	Delaware Life (Zinnia)
Delaware Wilshire	Dimensional Fund Advisors	DireXion Funds
Dodge & Cox	Doubleline Funds Trust	Dunham & Associates **
Dunham Funds **	DWS	DWS-VIP
Eagle Life	Easterly Funds **	Eaton Vance **
Ecovest Capital Inc	Edgewood	Emerald Funds
Equitable	Equitable Group Retirement	EULAV Securities LLC
Eventide Funds **	Evermore Funds Trust	Federated Hermes Inc
Federated Hermes Proj Trade Fin Tender	Fidelity BDC	Fidelity Advisor Funds (FIAM)
First American Funds	First Eagle Funds	First Trust Retirement
Fish Funds - Managed Assets	Flat Rock Global LLC	FMI Funds Inc
Forethought Life Insurance	Franklin BSP Private Credit Fund	Franklin Templeton Investments
Frontegra Small Cap Core Fund	Frontier Funds	Frost Bank
FS Investments	FTC Of New Hampshire	Fund*X Upgrader
Gabelli Funds	Goldman Sachs Alternative Funds	Goldman Sachs Mutual Funds - INST
Goldman Sachs Mutual Funds - Retail	GoodHaven Capital Management	GQG Partners LLC
Grandeur Peak Funds	Great West Life & Annuity	Greenbacker Renewable Energy II
Greenbacker Renewable Energy I	Greenbacker Renewable Opp Zone	Greenspring Funds
Griffin Realty Trust	Guardian Ins & Annuity Co	Guggenheim Credit Income Fund
Guggenheim Investments **	Hamlin Funds	Harbor Funds
Harkey Energy	Hartford Funds	Haverford Financial Services
Heartland Funds	Hennessy Funds	Hines Securities Inc
Hodges Mutual Funds	Hood River Funds	HoosierFund
Hotchkis & Wiley Funds	HSBC Funds	Icon Capital LLC
Inland Real Estate Investment Corp	Invesco	Invesco Alt Investment
Invesco Global Liquidity **	Ivy Investments CIT	J.P. Morgan Alternatives
J.P. Morgan Private Investments	Jackson	Jackson Square Partners
Jacob Funds	Janus Henderson Class A & C	Janus Henderson Class I N T
Janus Henderson Class R & S	Janus Henderson Direct Funds	Janus Henderson VIT Funds
JLL Income Property Trust	John Hancock Annuities	John Hancock Freedom 529/MCS
John Hancock Investment Management	JP Morgan Funds	JPM Everyday401k
KBS Reits	KC Life/SFS Agents	Kennedy Lewis Capital Company
Kensington Asset Management	Kinetics Funds	KKR Credit Advisors LLC
KKR Real Estate Select Trust Inc	Knights Of Columbus Funds	Kopernik Global Investors LLC
Lawson Kroeker	Lazard Funds	Legal General Investment Mgt Am Inc
Leuthold Funds	LEGG MASON	Lightstone Real Estate Invstmt
Lincoln Financial Group	Lincoln Financial Group (RET)	LKCM Funds
LoCorr Funds	Loomis Sayles	LSV Funds
Macquarie Collective Investment Trust	Madison Funds	Maingate MLP Fund
MainStay Funds	Mairs and Powers Funds	Mar Vista Investment Partners
Maryland College Investment Plan	MassMutual Funds	Matson Money Inc
Mesirow Financial	Metlife Funds	MFS Funds - USB
MFS Investment Management	MFS Variable Insurance Trust	Midland National Life
Miller Value Funds	Milliman Variable Insurance Trust	Mirae Asset Discovery Fund **
Mobile Infrastructure Corporation	Monetta Funds	Moody National Companies
Morgan Creek Global Equity L/S Inst	Morgan Stanley Advisor Funds	Morgan Stanley Inst Liquidity
Muhlenkamp Funds	Muzinich Funds	Nationwide
Nationwide Advisory Solutions	Nationwide Funds	Nationwide Life Ins Co (Funds)
Nationwide Retirement Plans	Natixis Funds	Needham Funds
Neiman Funds **	Neuberger Berman Funds	New Covenant
New York Life	Nexpoint Alternative	Nexpoint Mutual Funds
Nicholas Group	Nicholas Partners	Ninety-One
North American	North Square Investments LLC	Northstar Healthcare Income
NORTH CAPITAL INC	Nuance Investments	Nuveen Alternatives
Nuveen Investments	O'Shaughnessy Funds	Oak Hill Advisors
Oakmark Funds	Oaktree Capital Management, L.P.	Olstein Funds
Osterweis Funds	Pacific Funds **	Pacific Life
Pacific Oak Capital Advisors LLC	Palm Valley Capital Management LLC	Participant Capital Partners
Peachtree Hotel Group	Penn Capital	Penn Mutual Asset Management
Penn Square Real Estate Group	Performance Trust Asset Management	Permanent Portfolio
Perritt Funds	PGIM Investments **	Pimco Interval Fund
PIA Funds	PIMCO Funds - Institutional	PIMCO Retail Funds
PlanMember Securities Corp (PM) **	PlanMember Securities Corp (VA)	Plumb Funds
Pomona Investment Fund	Poplar Forest Partners Fund	Port Street Quality Growth Fund (VP)
Portfolio Advisors LLC	Praxis Mutual Funds	Premier Multi-Series VIT
Primecap Odyssey	Principal Funds	Priority Income Fund Inc
Procaccianti Companies Inc	ProFunds	Prospector Funds
Protective Life	Prudential Annuities	Putnam Investments
RBC Funds Trust	Regan Capital LLC	Reinhart Funds
Resource Reit Inc.	Reynolds Funds	Rice Hall James Funds
RiverNorth Funds	RiverPark Funds	Rondure Funds
RQSI	RREEF Property Trust	Russell Investment Company
Russell Investment Funds	RWC Asset Advisors LLC	Sands Capital Management LLC
Saratoga Advantage Trust **	SA Funds	Scharf Funds
Schroder Investment Mgmt	Seafarer Funds	Sealy & Company LLC
Securian	Security Benefit Life	Security Benefit Retirement Funds
Selected Funds	Semper Capital Management	Sequoia Fund
SEI - Allianz	SEI - PIMCO	SEI - Ridgeworth
SEI Institutional Funds	SEI-Nuveen	Shenkman Funds
Sphere Funds	Sprott Asset Management	Sprucegrove Investment Management LTD.
Spyglass Capital Mgmt	SRS LiveWell Annuities (Midland)	SRS LiveWell Mutual Fund IRA **
SSGA Funds	Standard Insurance Company	Starwood Real Estate Income Trust Inc
State Street Global Advisors Funds	StoneCastle FICA	StratCap Funds
Summit Global Investments LLC	Sun Life Financial	T Rowe Price
T Rowe Price College Savings	T Rowe Price Variable Annuity	T. Rowe Price Reserve Investment
T. Rowe Price Stable Value Class E	Talcott Resolution Life Insurance	TCW Funds
Texas LoneStar 529 Plan **	The Bishop Street Funds	The Jensen Funds
The PMC Funds	The Royce Funds	The Timothy Plan **
Thompson IM Funds	Thornburg Funds	Thrivent Funds
TIAA-CREF Institutional Funds	TIAA-CREF Life Funds	TIAA-CREF Mutual Funds
Tocqueville Fund	Tortoise	Transamerica Life-Post 06/01
Transamerica Life-Pre 06/01	Transamerica Funds	Transamerica Life (WRL VA)
Transamerica Life Insurance	Transamerica Series Trust	Tributary Funds
Trilinc Global Impact Fund LLC	Trillium Funds	Trust For Credit Unions
Union/Time (Admin by Talcott)	United Development Funding	United States Life Ins Co
USAA Mutual Funds	VanEck	VALIC Independent Distribution
Victory Funds	Villere Funds	Voya Institutional Trust Company **
Vulcan Funds	W.P. Carey Inc.	Waypoint ResidentialL, LLC
Weiss	Welton Fund Advisors LLC	Wesmark Funds
WH Reaves	Wildermuth Endowment Fund	William Blair Funds
Wilshire Mutual Funds	Worth Capital **	Yorktown Funds **
Zevenbergen Capital Investments
Total: 427 Management Companies

** - not available at the TIN level