March 28, 2023
Participating Companies     
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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

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** - not available at the TIN level