July 27, 2021
Participating Companies     
Show me: All | Mutual Funds | 529 Plans | Annuities | Alternative Investments | Program Managers - A B C D E F G H I J K L M N O P Q R S T U V W X Y Z
Mgmt Co Name: Search by:  
Features
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 (SE2-AGL) AIG Annuities-Variable (SE2-AGL)
AIG Annuities-Variable & Index Akre Capital Management Alger Funds **
AllianceBernstein Investments Allianz Allianz Life of New York
Allied Asset Advisors Alphacentric Pime Meridian Income Fnd Alternative Credit Income Fund
ALPS Portfolio Solutions American Beacon Funds American Century Funds
American Funds American Funds Insurance Series American Trust
American United Life Ameritas Variable Annuity Amundi Asset Management US
Amundi US Alternative Funds AMCAP Management LLC Angel Oak Funds
Angel Oak Term Trusts Annuity Investors Life Aperture Investors
AQR Funds Arbitrage Funds Arboretum Investment Advisors, LLC
Ariel Investments Artisan Funds AVIT Funds
Baird Funds Baring Asset Management Baron Capital Management
Barrett Asset Management LLC BBH Funds Becker Value Equity Fund
Benefit Street Partners BEACON TRUST Black Creek Group
BlackRock Funds ** Blackstone Frei Blackstone Private Credit Fund
Blackstone Real Estate Income Trust Blackstone Secured Lending Fund Bluerock Asset Management
BMO Funds 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 Bright Rock Funds
Brighthouse Financial Brighthouse Financial (FKA MetCT) Broadstone Real Estate LLC
Brookfield Investment Funds Brookmont Capital Management Brown Advisory Funds
Brown Capital Mngmt BTS Funds ** Buffalo Funds
C.S. McKee Company 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 Carret Asset Management Causeway Capital
Centerstone Investors ** Central Park Group LLC Centre Funds
Champlain Chase Investment Counsel Chiron Funds
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
Cohen & Steers Colony Capital Colorado Bondshares
Columbia Future Scholar 529 Columbia Threadneedle Commerce Funds
Concorde Funds Congress Asset Management Convergence Funds
Cornerstone Funds Cottonwood Residential Inc Counterpoint Mutual Funds **
Cove Street Capital Funds Credit Suisse Funds Crossingbridge Advisors LLC
Cullen Funds CUNA Mutual Group Davis Funds
Dearborn Partners Delaware Life DireXion Funds
Dodge & Cox Doubleline Funds Trust Dunham & Associates **
Dunham Funds ** DWS DWS-VIP
Eaton Vance ** Ecovest Capital Inc Emerald Funds
Equitable EULAV Securities LLC Eventide Funds **
Evermore Funds Trust Federated Hermes Inc Federated Hermes Proj Trade Fin Tender
Fidelity Advisor Funds (FIAM) Fiera Capital First American Funds
First Eagle Funds First Trust Retirement Fish Funds - Managed Assets
Flat Rock Global LLC Florida Fixed Income Pools FMI Funds Inc
Forethought Life Insurance Franklin Templeton Investments Friess Associates
Frontegra Small Cap Core Fund Frontier Funds Frost Bank
FS Investments Fulcrum Asset Management Fund*X Upgrader
Gabelli Funds Goldman BDC Goldman Sachs Funds - Institutional
Goldman Sachs Funds - Retail GoodHaven Capital Management GQG Partners LLC
Grandeur Peak Funds Great Lakes Funds Great West Life & Annuity
Greenbacker Capital Management LLC Greenbacker Capital Mngmt Greenspring Funds
Griffin Capital Company LLC Guardian Ins & Annuity Co Guggenheim Credit Income Fund
Guggenheim Investments ** Hamlin Funds Harbor Funds
Harkey Energy Hartford Funds Harvest Funds
Haverford Financial Services Heartland Funds Hennessy Funds
Highland Capital Management Hines Securities Inc Hodges Mutual Funds
Homestead Funds Hood River Funds HoosierFund
Hotchkis & Wiley Funds HSBC Funds Huber Capital Management
Icon Capital LLC Inland Real Estate Investment Corp Invesco
Investment Counselors of MD Ivy Funds Ivy Investments CIT
J.P. Morgan Private Investments Jackson Jackson Square Partners
Jacob Funds James Advantage Funds James Alpha Funds Trust **
Janus Henderson Class A & C Janus Henderson Class I N T Janus Henderson Class R & S
Janus Henderson Direct Funds Janus Henderson VIT Funds John Hancock Annuities
John Hancock Freedom 529/MCS John Hancock Investment Management JP Morgan Funds
KBS Reits KC Life/SFS Agents Kinetics Funds
KKR Credit Advisors LLC Knights Of Columbus Funds Kopernik Global Investors LLC
Krane Funds Advisors LaSalle Investment Management Lawson Kroeker
Lazard Funds Legal General Investment Mgt Am Inc Leuthold Funds
Levin Easterly Funds LEGG MASON Lightstone Real Estate Invstmt
Lincoln Financial Group Lincoln Financial Group (RET) LKCM Funds
LoCorr Funds Loomis Sayles Lord Abbett & Co LLC
LSV Funds Macquarie Collective Investment Trust Madison Funds
Maingate MLP Fund MainStay Funds Mairs and Powers Funds
Manning and Napier Funds ** Marketfield Asset Management Maryland College Investment Plan
MassMutual Retirement Services Matson Money Inc Mesirow Financial
Metlife Funds Mexico Equity Funds MFS Funds - USB
MFS Institutional Funds MFS Investment Management MFS Variable Insurance Trust
Midland National Life Miller Value Funds Mirae Asset Discovery Fund **
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) Natixis Funds
Needham Funds Neiman Funds ** Neuberger Berman Funds
New Covenant NexPoint Nicholas Group
Nicholas Partners Ninety-One North American
North Square Investments LLC NORTH CAPITAL INC Nuance Investments
Nuveen Global Cities Reit Inc Nuveen Investments O'Shaughnessy Funds
Oakmark Funds Oaktree Capital Management Olstein Funds
Orinda Asset Management Osterweis Funds Otter Creek Funds
Owl Rock 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)
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 Quaker Funds
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 Salient
Salient MF Trust Sands Capital Management LLC Saratoga Advantage Trust **
SA Funds Scharf Funds Schroder Funds
Schroder Investment Mgmt Seafarer Funds Securian
Security Benefit Life Security Benefit Retirement Funds Selected Funds
Semper Capital Management Sequoia Fund SEI - Allianz
SEI - Crescent Captial CIT SEI - PIMCO SEI - Ridgeworth
SEI Institutional Funds SEI-Nuveen Shenkman Funds
Sierra Funds Sila Realty Trust Inc 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 Steadfast Reit
Stone Harbor Funds StoneCastle FICA Strategic Funds
Strategic Global Advisors Inc 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
TCM Funds TCW Funds Terra Income fund 6
Texas Fixed Income Pools Texas LoneStar 529 Plan ** The Bishop Street Funds
The Jensen Funds The Parking Reit Inc. The PMC Funds
The Royce Funds The Timothy Plan ** Thomas White Funds
Thompson IM Funds Thompson Siegel and Walmsley Thornburg Funds
Thrivent Funds TIAA-CREF Institutional Funds TIAA-CREF Life Funds
TIAA-CREF Mutual Funds Tocqueville Fund TorrayResolute
Tortoise Transamerica Life-Post 06/01 Transamerica Life-Pre 06/01
Transamerica Funds Transamerica Life (WRL VA) Transamerica Life Ins
Transamerica Series Trust Tributary Funds Trilinc Global Impact Fund LLC
Trillium Funds Trust For Credit Unions Union/Time (Admin by Talcott)
United States Life Ins Co USAA Mutual Funds VanEck
VALIC Independent Distribution Venerable Victory Funds
Villere Funds Virtus CollegeAccess 529 SD Voya Institutional Trust Company **
Vulcan Funds W.P. Carey Inc. Watermark Lodging Trust Inc.
Waypoint ResidentialL, LLC Wells Fargo Funds Welton Fund Advisors LLC
Wesmark Funds Westchester Capital Funds Westfield Capital
Westwood Funds WH Reaves Wildermuth Endowment Fund
William Blair Funds Wilshire Mutual Funds Worth Capital **
Yorktown Funds ** zNationwide Zevenbergen Capital Investments
Total: 438 Management Companies

Can't find a company?

** - not available at the TIN level