Mutual Funds Holding SEIC

Eaton Vance Atlanta Capital SMID-Cap Fund Class C

Eaton Vance Atlanta Capital SMID-Cap Fund Class R6

Royce Smid-Cap Total Return Fund Investment Class

Boston Trust Midcap Fund

Royce Premier Fund Institutional Class

Royce Premier Fund Investment Class

LKCM Small-Mid Cap Equity Fund

Brown Advisory - Beutel Goodman Large-Cap Value Fund Institutional Class

Boston Trust Walden Midcap Fund

Lord Abbett Mid Cap Stock Fund Class C

Lord Abbett Mid Cap Stock Fund Other Class

Lord Abbett Mid Cap Stock Fund Class R3

Lord Abbett Mid Cap Stock Fund Class R

Lord Abbett Mid Cap Stock Fund Class R

Johnson Opportunity Fund

Nationwide Loomis All Cap Growth Fund Eagle Class

Nationwide Loomis All Cap Growth Fund Institutional Service Class

Royce Small Cap Fund Investment Class

Royce Small Cap Fund Consultant Class

Fidelity Select Brokerage & Investment Management Portfolio

Loomis Sayles Growth Fund Class N

Loomis Sayles Growth Fund Class Y

VALIC Company I Capital Appreciation Fund

Loomis Sayles Global Growth Fund Class C

Loomis Sayles Global Growth Fund Class N

Long/Short Equity Portfolio Institutional Class

NAA SMid Cap Value Fund Class C

Victory Growth Fund Institutional Class

Franklin Global Equity Fund Class A

Franklin Global Equity Fund Class C

Franklin Global Equity Fund Class IS

Columbia Integrated Large Cap Value Fund Class Institutional

Natixis US Equity Opportunities Fund Class A

Natixis US Equity Opportunities Fund Class Y

American Beacon Man Large Cap Value Fund A Class

American Beacon Man Large Cap Value Fund Investor Class

American Beacon Man Large Cap Value Fund R6 Class

Transamerica Large Value Opportunities Class R4

MassMutual Blue Chip Growth Fund Class A

MassMutual Blue Chip Growth Fund Class R3

MassMutual Blue Chip Growth Fund Class I

MassMutual Blue Chip Growth Fund Class R4

BlackRock Advantage SMID Cap V.I. Fund Class III

Columbia Integrated Large Cap Growth Fund Class Institutional II

Columbia Integrated Large Cap Growth Fund Class Institutional Class III

Franklin US Large Cap Equity Fund Class I

NAA Mid Growth Fund Institutional Class

John Hancock Disciplined Value Mid Cap Fund Class I

John Hancock Disciplined Value Mid Cap Fund Class R6

John Hancock Disciplined Value Mid Cap Fund Class R2

NAA Mid Growth Fund Class C

Franklin Global Allocation Fund Advisor Class

Franklin Global Allocation Fund Class A

Franklin Global Allocation Fund Class R6

Russell Sustainable Equity Fund Class C

Russell Sustainable Equity Fund Class Y

BlackRock Advantage Small Cap Growth Fund Investor A Class

BlackRock Advantage Small Cap Growth Fund Class R

Fidelity Flex Mid Cap Focused Index Fund

Quantified Managed Income Fund Investor Class

AQR Style Premia Alternative Fund Class R6

Rydex Financial Services Fund Class H

Rydex Financial Services Fund Class C

BlackRock Advantage Small Cap Core Fund Investor A Class

BlackRock Advantage Small Cap Core Fund Institutional Class

Venerable US Large Cap Strategic Equity Fund Class I

Vanguard Strategic Equity Fund Investor Class

BlackRock Advantage SMID Cap Fund Inc Institutional Class

BlackRock Advantage SMID Cap Fund Inc Class A

BlackRock Advantage SMID Cap Fund Inc Class R

GuideStone Funds Growth Equity Fund Investor Class

AQR Alternative Risk Premia Fund Class I

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

BNY Mellon Active MidCap Fund Class C

BNY Mellon Active MidCap Fund Class I

Federated Hermes Mid-Cap Index Fund Class R6

Federated Hermes Mid-Cap Index Fund Service Class

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

Empower S&P Mid Cap 400 Index Fund Investor Class

Columbia Mid Cap Index Fund Institutional Class III

John Hancock Variable Insurance Trust Mid Index Trust Series II

John Hancock Variable Insurance Trust Mid Cap Index Trust Series I

Columbia Mid Cap Index Fund Institutional Class

Columbia Mid Cap Index Fund Class A

VALIC Company I Mid Cap Index Fund

MoA Mid Cap Equity Index Fund

Mid-Cap ProFund

Vanguard Small Cap Value Index Fund admiral Class

Fidelity Flex Mid Cap Index Fund

Mid-Cap Value ProFund

T Rowe Price Mid-Cap Index Fund

T Rowe Price Mid-Cap Index Fund Class Z

Mid-Cap 1.5x Strategy Fund Class C

ProFunds UltraMid-Cap ProFund Investor Class

Sparrow Growth Fund Class C

Sparrow Growth Fund No Load Class

Morningstar US Equity Fund Institutional Class

Mid-Cap Growth ProFund

Victory Growth & Income Fund Institutional Shares

Fidelity SAI US Quality Index Fund

Victory Extended Market Index Fund Class Fund shares

Fidelity ZERO Extended Market Index Fund

Vanguard Small Cap Index Fund Institutional

Vanguard Small Cap Index Fund admiral Class

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

iShares Russell Small/Mid-Cap Index Fund Institutional Class

Principal MidCap Value Fund Class R5

Principal MidCap Value Fund I

Principal MidCap Value Fund Class J

SEI Institutional Investments Trust - Extended Market Index Fund Class A

Voya VACS Series MCV Fund

Fidelity Extended Market Index Fund

Vanguard Financial Index Fund Admiral Shs

Vanguard Extended Market Index Fund Investor Class

MassMutual Diversified Value Fund Class A

MassMutual Diversified Value Fund Class I

MassMutual Diversified Value Fund Class R3

MassMutual Diversified Value Fund Service Class

Calvert US Mid Cap Core Responsible Index Class R6

Calvert US Mid Cap Core Responsible Index Class I

Fidelity Low-Priced Stock K6 Fund Class K6

BrandywineGLOBAL - Diversified US Large Cap Value Fund Class R

BrandywineGLOBAL - Diversified US Large Cap Value Fund Class C

BrandywineGLOBAL - Diversified US Large Cap Value Fund Class I

T. Rowe Price Extended Equity Market Index Fund

PIMCO RAE US Small Fund Class INSTL

Guidemark Large Cap Core Fund Class RS

Fidelity Low-Priced Stock Fund Class M

Fidelity Low-Priced Stock Fund Class C

Fidelity Low-Priced Stock Fund

Fidelity Mid Cap Index Fund

Thrivent Aggressive Allocation Fund Class A

iShares Russell Mid-Cap Index Fund Institutional Class

iShares Russell Mid-Cap Index Fund Class K

Fidelity Advisor Hedged Equity Fund Class A

Fidelity Advisor Hedged Equity Fund Class C

Fidelity Advisor Hedged Equity Fund Class M

Fidelity SAI US Low Volatility Index Fund

Voya Russell Mid Cap Index Portfolio Advisor Class

Voya Russell Mid Cap Index Portfolio Class S

Thrivent Moderate Allocation Fund Class S

Thrivent Moderately Aggressive Allocation Fund Class A

Victory Global Managed Volatility Fund Class Fund shares

DFA US Social Core Equity 2 Portfolio

Thrivent Dynamic Allocation Fund Class A

US Vector Equity Portfolio

Russell Multifactor US Equity Fund Class A

Russell Multifactor US Equity Fund Class R6

Russell Multifactor US Equity Fund Class S

DFA US Sustainability Core I Portfolio Institutional Class

Strategic Advisers US Total Stock Fund

Federated Hermes MDT Market Neutral Fund Class IS

Thrivent Moderately Conservative Allocation Fund Class A

Vanguard Tax-Managed Capital Appreciation Fund Institutional Shares

Thrivent Conservative Allocation Fund Class A

Avantis US Equity Fund Institutional Class

Fidelity Large Cap Value Index Fund

Schwab US Large-Cap Value Index Fund

Vanguard Russell 1000 Value Index Fund Insti Cl

Column Mid Cap Fund

Calvert US Large Cap Growth Responsible Index Fund Class A

Calvert US Large Cap Growth Responsible Index Fund Class R6

Calvert US Large Cap Core Responsible Index Fund Class R6

Strategic Advisers Fidelity US Total Stock Fund

John Hancock Variable Insurance Trust Strategic Equity Allocation Trust Series Nav

Schwab Fundamental US Large Company Index Fund

Wilmington Large-Cap Strategy Fund Class I

Destinations Small-Mid Cap Equity Fund Class Z

E TRADE No Fee Total Market Index Fund

Fidelity Total Market Index Fund

Value Equity Index Fund Class Investor

John Hancock Variable Insurance Trust Total Stock Market Index Trust Series Nav

John Hancock Variable Insurance Trust Total Stock Market Index Trust Series I

T. Rowe Price Total Equity Market Index Fund

Schwab 1000 Index Fund

Nuveen Life Stock Index Fund

Vanguard Institutional Total Stock Market Index Fund Inst. Plus Shares

Vanguard Russell 3000 Index Fund Institutional

Vanguard Total World Stock Index Fund Admiral Class