Touchstone Mid Cap Fund Class Y

Touchstone Mid Cap Fund Institutional

Carillon Chartwell Small Cap Value Fund Class A

Carillon Chartwell Small Cap Value Fund Class I

Needham Small Cap Growth Fund Retail Class

Artisan Small Cap Fund Advisor Class

Artisan Small Cap Fund Investor Class

Virtus Ceredex Small-Cap Value Equity Fund I

Virtus Ceredex Small-Cap Value Equity Fund Class R6

Franklin Convertible Securities Fund Class Advisor

Franklin Convertible Securities Fund Class C

Brown Advisory Sustainable Small-Cap Core Fund Class Investor

Allspring Common Stock Fund Class A

Brown Advisory Mid-Cap Growth Fund Institutional Class

Multi-Select Securities Puerto Rico Fund Mid Cap Core Portfolio I Class A

Franklin Mutual Small-Mid Cap Value Fund Class A

Nuveen Small Mid Cap Value Fund Class A

Nuveen Small Mid Cap Value Fund Class R

MetLife Small Company Equity Fund Institutional Class

GMO Small Cap Quality Fund Class III

GMO Small Cap Quality Fund Class R6

GMO Small Cap Quality Fund Class VI

Champlain Small Company Fund

Principal SmallCap Value Fund II Class R-5

Principal SmallCap Value Fund II Class J

Columbia Convertible Securities Fund Class Institutional 2

Columbia Convertible Securities Fund Class I

Columbia Convertible Securities Fund Class A

Invesco Convertible Securities Fund Class C

Invesco Convertible Securities Fund Class Y

Invesco Convertible Securities Fund Class R6

Needham Growth Fund- Retail Class

LK Balanced Fund Inst Cl

Nomura Small Cap Value Fund Institutional Class

Nomura Small Cap Value Fund Class R

Voya Small Company Portfolio Advisor Class

Voya Small Company Portfolio Class S

Meridian Contrarian Fund Class C

Meridian Contrarian Fund Investor Class

Needham Aggressive Growth Fund Retail Class

Columbia Small Cap Value Discovery Fund Class S

Columbia Small Cap Value Discovery Fund Class A

Columbia Small Cap Value Discovery Fund Class Inst3

Columbia Small Cap Value Discovery Fund Class Inst2

State Street Institutional Small-Cap Equity Fund Service Class

Principal SmallCap Growth Fund Institutional Class

Principal SmallCap Growth Fund I Class R-5

State Street Small-Cap Equity V.I.S. Fund Class 1

Columbia Flexible Capital Income Fund Class A

Columbia Flexible Capital Income Fund Class S

Columbia Flexible Capital Income Fund Class I2

Voya Small Company Fund Class R

Voya Small Company Fund Class W

Voya Small Company Fund Class C

VELA Large Cap Plus Fund Class I

Calamos Convertible Fund Class C

Fidelity Advisor Climate Action Fund

Fidelity Advisor Climate Action Fund Class C

Fidelity Advisor Climate Action Fund Class I

Fidelity Mid-Cap Stock K6 Fund Class K6

Fidelity Mid-Cap Stock Fund Class M

Fidelity Mid-Cap Stock Fund Class C

Fidelity Mid-Cap Stock Fund

T. Rowe Price All-Cap Opportunities Fund Advisor Class

T. Rowe Price All-Cap Opportunities Fund Class Z

T. Rowe Price All-Cap Opportunities Portfolio

T. Rowe Price Small Cap Stock Fund, Inc Class I

T. Rowe Price Small Cap Stock Fund, Inc Class Z

Lazard US Convertibles Portfolio Open Class Open

Fidelity Select Portfolio Medical Technology and Devices Portfolio

Fidelity Large Cap Stock Fund Class I

Fidelity Large Cap Stock Fund Class M

Fidelity Large Cap Stock Fund Class Z

American Beacon SSI Alternative Income Fund Class A

American Beacon SSI Alternative Income Fund

Fidelity Large Cap Stock K6 Fund Class K6

Fidelity Advisor Capital Development Fund Class I

Fidelity Advisor Capital Development Fund Class M

BlackRock Health Sciences Opportunity Service Class

BlackRock Health Sciences Opportunity Fund Investor C Class

BlackRock Health Sciences Opportunities Portfolio Class R Shares

Rydex Health Care Fund Class H

Rydex Health Care Fund Investor Class

Fidelity Capital Appreciation Fund Class K

Fidelity Flex Mid Cap Focused Index Fund

Fidelity Advisor Large Cap Fund Class M

Fidelity Advisor Value Fund Class A

Fidelity Value Fund

Fidelity Advisor Large Cap Fund Class C

Fidelity Advisor Value Fund Class I

Fidelity Advisor Value Fund Class Z

AQR MS Fusion Fund Class N

Column Small Cap Fund

Artisan International Small-Mid Fund Institutional Class

Fidelity Growth & Income Portfolio Class A

Fidelity Growth & Income Portfolio Class C

Fidelity Growth & Income Portfolio Class I

Fidelity Growth & Income Portfolio

Calamos Market Neutral Income Fund Class C

Calamos Market Neutral Income Fund Class R6

Calamos Growth and Income Fund Class R6

Calamos Growth and Income Fund Class C

JPMorgan Small Cap Blend Fund Class R6

JPMorgan Small Cap Blend Fund Class A

Principal MidCap S&P 400 Index Fund Class R6

Principal MidCap S&P 400 Index Fund R-5 Class

Schwab Fundamental US Small Company Index Fund

BNY Mellon Midcap Index Fund, Inc Investor Class

Columbia Mid Cap Index Fund Institutional II Class

Mid-Cap ProFund

Morningstar Alternatives Fund Institutional Class

Empower S&P Mid Cap 400 Index Fund Investor Class

Columbia Mid Cap Index Fund Institutional Class

S&P MidCap Index Fund Investor Class

VALIC Company I Mid Cap Index Fund

Fidelity Flex Mid Cap Index Fund

John Hancock Variable Insurance Trust Mid Index Trust Series Nav

Northern Funds Mid Cap Index Portfolio

MoA Mid Cap Equity Index Fund

Mid-Cap Value ProFund

Federated Hermes Mid-Cap Index Fund Institutional Class

GMO Alternative Allocation Fund Class R6

GMO Alternative Allocation Fund Class VI

ProFunds UltraMid-Cap ProFund Service Class

Vanguard Capital Opportunity Fund Admiral Shares

Strategic Alternatives Fund Institutional Class

AQR Long-Short Equity Fund Class N

AQR Long-Short Equity Fund Class R6

Mid-Cap 1.5x Strategy Fund Class C

Vanguard Small Cap Value Index Fund Investor Class

Vanguard Small Cap Value Index Fund Institutional

T Rowe Price Mid-Cap Index Fund

T Rowe Price Mid-Cap Index Fund Class Z

Fidelity ZERO Extended Market Index Fund

Mid-Cap Growth ProFund Service Class

Vanguard Extended Market Index Fund Institutional Plus Class

Vanguard Extended Market Index Fund Investor Class

Fidelity Extended Market Index Fund

AQR Trend Total Return Fund Class R6

Vanguard Health Care Index Fund admiral class

Fidelity Series Sustainable US Market Fund

T. Rowe Price Extended Equity Market Index Fund

AQR Equity Market Neutral Fund Class I

SEI Institutional Investments Trust - Extended Market Index Fund Class A

Vanguard Small Cap Index Fund Institutional

Vanguard Small Cap Index Fund admiral Class

iShares Russell Small/Mid-Cap Index Fund Class K

DFA - US Small Cap Growth Portfolio

Calvert US Mid Cap Core Responsible Index Class R6

Calvert US Mid Cap Core Responsible Index Class I

Fidelity Mid Cap Index Fund

Federated Hermes Prudent Bear Fund Institutional Class

Strategic Advisers Fidelity US Total Stock Fund

Voya Russell Mid Cap Index Portfolio Advisor Class

Voya Russell Mid Cap Index Portfolio Class S

CREF Total Global Stock Account Class R1

CREF Total Global Stock Account Class R4

iShares Russell Mid-Cap Index Fund Institutional Class

iShares Russell Mid-Cap Index Fund Class K

DFA US Social Core Equity 2 Portfolio

Calvert US Large Cap Growth Responsible Index Fund Class I

Calvert US Large Cap Growth Responsible Index Fund Class R6

DFA US Core Equity 2 Portfolio

The Gabelli Small Cap Growth Fund

The Gabelli Small Cap Growth Fund

GuideMark Small/Mid Cap Core Fund Service Class

Value Equity Index Fund Class Institutional

T. Rowe Price Moderate Allocation Portfolio

Thrivent Aggressive Allocation Fund Class A

T. Rowe Price Global Allocation Fund Class I

T. Rowe Price Spectrum Moderate Allocation Fund Class I

T. Rowe Price Spectrum Moderate Growth Allocation Fund Investor Class

Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares

Thrivent Global Stock Fund Class A

Calvert US Large Cap Core Responsible Index Fund Class A

Calvert US Large Cap Core Responsible Index Fund Class C

US Vector Equity Portfolio

Fidelity Series Total Market Index Fund

Fidelity Advisor Hedged Equity Fund