Nomura Mid Cap Income Opportunities Fund Class A

Nomura Mid Cap Income Opportunities Fund Class I

Nomura Mid Cap Income Opportunities Fund Class R6

Needham Small Cap Growth Fund Retail Class

CRM Long/Short Opportunities Fund Institutional Class

Hodges Small Cap Growth Fund Class A

Baron Partners Fund Institutional Class

Baron Partners Fund Class R6

John Hancock Fundamental Equity Income Fund Class A

John Hancock Fundamental Equity Income Fund Class I

American Funds US Small & Mid Cap Equity Fund Class 529-A

American Funds US Small & Mid Cap Equity Fund Class 529-E

American Funds US Small & Mid Cap Equity Fund Class 529-F-2

American Funds US Small & Mid Cap Equity Fund Class R1

American Funds US Small & Mid Cap Equity Fund Class R2

American Funds US Small & Mid Cap Equity Fund Class R4

American Funds US Small & Mid Cap Equity Fund Class R5E

American Funds US Small & Mid Cap Equity Fund Class A

American Funds US Small & Mid Cap Equity Fund Class F1

American Funds US Small & Mid Cap Equity Fund Class F3

Artisan Mid Cap Value Fund Institutional Class

Baron Real Estate Income Fund Institutional Shares

Baron Real Estate Income Fund Class R6

John Hancock Funds II Fundamental All Cap Core Fund Class R6

John Hancock Funds II Fundamental All Cap Core Fund Class A

John Hancock Funds II Fundamental All Cap Core Fund Class I

John Hancock Variable Insurance Trust Fundamental All Core Trust Series I

Buffalo Mid Cap Growth Fund Investor Class

John Hancock Variable Insurance Trust Fundamental Large Value Trust Series II

John Hancock Variable Insurance Trust Fundamental Large Cap Value Trust Series I

American Century Small Cap Dividend Fund Class I

American Century Small Cap Dividend Fund Class R

American Century Small Cap Dividend Fund Class R6

MSIF Permanence Portfolio Class C

MSIF Permanence Portfolio Class A

Baron Real Estate Fund Institutional Class

AMG River Road Small-Mid Cap Value Fund Class I

AMG River Road Small-Mid Cap Value Fund Class Z

VELA Income Opportunities Fund Class I

Baron Asset Fund Inst Shs

Artisan Value Income Fund Class Advisor

Artisan Value Income Fund Class Institutional

Westwood Quality SMidCap Fund Institutional Class

MoA Small Cap Value Fund

AMG River Road Small Cap Value Fund Class N

North Star Opportunity Fund Class I

CRM Mid Cap Value Fund-Institutional Shares

Oakmark Global Fund Investor Class

Oakmark Global Fund Advisor Class

Virtus Ceredex Small-Cap Value Equity Fund A

Virtus Ceredex Small-Cap Value Equity Fund C

Balter Invenomic Fund Institutional Class

Balter Invenomic Fund

FPA Crescent Fund Supra Institutional Class

Heartland Mid Cap Value Fund Institutional Class

Leuthold Global Fund Insti Class

John Hancock Global Shareholder Yield Fund Class R6

John Hancock Global Shareholder Yield Fund Class C

John Hancock Global Shareholder Yield Fund Class I

NYLI Epoch Global Equity Yield Fund Investor Class

NYLI Epoch Global Equity Yield Fund Class R6

MoA Mid Cap Value Fund

Rydex Leisure Fund Class C

Rydex Leisure Fund Class A

Hotchkis & Wiley Small Cap Diversified Value Fund Class I

Hotchkis & Wiley Small Cap Diversified Value Fund Class Z

Needham Growth Fund Institutional Class

NYLI Income Builder Fund Investor Class

NYLI Income Builder Fund Class R6

NYLI Income Builder Fund Class A

DFA - US Small Cap Growth Portfolio

Mercer US Small/Mid Cap Equity Fund Class I

Avantis US Small Cap Equity Fund Institutional Class

Northern Funds Large Cap Value Fund

VY JPMorgan Small Cap Core Equity Portfolio Service

VY JPMorgan Small Cap Core Equity Portfolio Initial

The Income Fund of America Class F2

The Income Fund of America 529 Series F1

The Income Fund of America 529 Series E

The Income Fund of America Class 529-F-2

Fidelity Equity Dividend Income Fund Class K

Fidelity Equity Dividend Income Fund Class A

Fidelity Equity Dividend Income Fund Class C

Fidelity Equity Dividend Income Fund Class Z

The Income Fund of America Class F1

The Income Fund of America Class R4

The Income Fund of America Class R3

The Income Fund of America Class R6

The Income Fund of America - Class R-5E

MoA All America Fund

Putnam Core Equity Fund Class A

Putnam Core Equity Fund Class R6

SIMT Mid-Cap Fund Class Y

SIMT Tax-Managed Small/Mid Cap Fund Class F

Vanguard S&P Mid-Cap 400 Value Index Fund Institutional Class

Columbia Mid Cap Index Fund Institutional II Class

Federated Hermes Mid-Cap Index Fund Class R6

Federated Hermes Mid-Cap Index Fund Service Class

John Hancock Variable Insurance Trust Mid Index Trust Series Nav

S&P MidCap Index Fund Class K

Empower S&P Mid Cap 400 Index Fund Class L

Empower S&P Mid Cap 400 Index Fund Institutional Class

Northern Funds Mid Cap Index Portfolio

BNY Mellon Midcap Index Fund, Inc Investor Class

Principal MidCap S&P 400 Index Fund Class J

Principal MidCap S&P 400 Index Fund R-3 Class

VALIC Company I Mid Cap Index Fund

MoA Mid Cap Equity Index Fund

Fidelity Mid Cap Growth Index Fund

Wilshire Small Company Value Fund Investment Class

Voya Russell Mid Cap Growth Index Portfolio Initial

Voya Russell Mid Cap Growth Index Portfolio Class S

Mid-Cap ProFund

Mid-Cap Value ProFund

Empower Small Cap Value Fund Institutional Class

Vanguard Consumer Discretionary Index Fund Admiral Shs

Vanguard Small Cap Value Index Fund admiral Class

Columbia Multi-Manager Small Cap Equity Strategies Fund Intitutional Class

Mid-Cap 1.5x Strategy Fund Class C

T Rowe Price Mid-Cap Index Fund

T Rowe Price Mid-Cap Index Fund Class Z

ProFunds UltraMid-Cap ProFund Service Class

PIMCO RAE US Small Fund Class A

PIMCO RAE US Small Fund Class I-2

American Funds Fundamental Investors Class C

Capital Income Builder Fund (US) Class A

American Funds Fundamental Investors Class 529-A

American Funds Fundamental Investors Class 529-E

Capital Income Builder Fund (US)- Class F-3

Capital Income Builder Fund (US) Other class

Capital Income Builder Fund (US) 529-C Shares

Capital Income Builder Fund (US) Class 529-F-1 Shs

SMALLCAP World Fund Class 529-E

SMALLCAP World Fund Class 529-F1

First Eagle Global Balanced Fund Class C

First Eagle Global Balanced Fund Class I

American Funds Fundamental Investors Class 529-F3

American Funds Fundamental Investors Class F-2

SMALLCAP World Fund Class 529-F-2

Capital Income Builder Fund (US) Class 529-F-3

Mid-Cap Growth ProFund

Capital Income Builder Fund (US) Retirement Class

American Funds Fundamental Investors Class R-3

American Funds Fundamental Investors Class R-1

American Funds Fundamental Investors Class R-5

American Funds Fundamental Investors Class R-5E

Capital Income Builder Fund (US) Retirement Class

Capital Income Builder Fund (US) Retirement Class

Capital Income Builder Fund (US) Retirement Class

SMALLCAP World Fund Class R6

SMALLCAP World Fund Inc Class R-1 Shares

SMALLCAP World Fund Inc Class R-2 Shares

SMALLCAP World Fund Inc Class R-4 Shares

SMALLCAP World Fund Class F1

SMALLCAP World Fund Class F3

SMALLCAP World Fund Class A

SA US Small Company Fund

Calvert US Mid Cap Core Responsible Index Class A

Fidelity Extended Market Index Fund

T. Rowe Price Extended Equity Market Index Fund

Russell Equity Income Fund Class C

Russell Equity Income Fund Class A

State Street Small/Mid Cap Equity Index Portfolio

Vanguard Extended Market Index Fund Admiral Shs

Vanguard Extended Market Index Fund Institutional

Vanguard Small Cap Index Fund Institutional Plus

iShares Russell Small/Mid-Cap Index Fund Class Investor A

iShares Russell Small/Mid-Cap Index Fund Institutional Class

American Balanced Fund Class F3

American Balanced Fund Class F1

American Balanced Fund Class 529-E

American Balanced Fund Class 529-C

American Balanced Fund Class 529-F2

American Balanced Fund Class 529-F-3

American Balanced Fund Class R2E

American Balanced Fund Class R6

American Balanced Fund Class R1

American Balanced Fund Class R4

Calvert US Large Cap Value Responsible Index Fund Class I