Mutual Funds Holding STEP

Putnam Small Cap Growth Fund Class Y

Wasatch Small Cap Growth Fund Instl Cl

Lazard US Small-Mid Cap Equity Portfolio Institutional Shares

Baron Discovery Fund Retail Class

Baron Discovery Fund R6 Shs

GMO Small Cap Quality Fund Class I

GMO Small Cap Quality Fund Class IV

CIBC Atlas All Cap Growth Fund Institutional Class

Lazard Global Small Cap Equity Portfolio Open Shares

JPMorgan Small Cap Equity Fund Class R3

JPMorgan Small Cap Equity Fund Class R5

JPMorgan Small Cap Equity Fund Class A

JPMorgan Small Cap Equity Fund Class R6

Voya SmallCap Opportunities Portfolio Advisor Class

Voya SmallCap Opportunities Portfolio Initial

JPMorgan SMID Cap Equity Fund Class A

JPMorgan SMID Cap Equity Fund Class I

JPMorgan SMID Cap Equity Fund Class R6

Carillon Eagle Small Cap Growth Fund Class C

Carillon Eagle Small Cap Growth Fund Class R-6

Segall Bryant & Hamill Small Cap Growth Fund Retail Class

AMG TimesSquare Small Cap Growth Fund- Class N

Harbor Small Cap Growth Fund Administrative Class

William Blair Small Cap Growth Fund Class I

William Blair Small Cap Growth Fund Class N

The Hartford Small Cap Growth Fund Class A

The Hartford Small Cap Growth Fund Class F

The Hartford Small Cap Growth Fund Class I

The Hartford Small Cap Growth Fund Class Y

The Hartford Small Cap Growth Fund Class R6

William Blair Small-Mid Cap Growth Fund Class R6

Fidelity Series Small Cap Core Fund

Alger Dynamic Opportunities Fund Class Z

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

Small-Cap Growth ProFund

VY JPMorgan Small Cap Core Equity Portfolio Advisor Class

VY JPMorgan Small Cap Core Equity Portfolio S2

VY JPMorgan Small Cap Core Equity Portfolio Class R6

John Hancock Variable Insurance Trust Mid Value Trust Series II

T. Rowe Price New Horizons Fund Class I

T. Rowe Price New Horizons Fund

Voya Small Cap Growth Fund Class R6

Voya Small Cap Growth Fund Class C

Voya Small Cap Growth Fund Class W

T. Rowe Price Mid-Cap Value Fund-Advisor Class

T. Rowe Price Mid-Cap Value Fund Class I

Vanguard Explorer Fund Investor Class

Principal SmallCap Growth Fund I Class R6

Principal SmallCap Growth Fund I Class R-3

Principal SmallCap Growth Fund I

Hartford Small Cap Growth HLS Fund Class IA

Carillon Scout Mid Cap Fund Class R-6

Carillon Scout Mid Cap Fund Class I

MFS New Discovery Fund Class C

MFS New Discovery Fund Class B

MFS New Discovery Fund Class R6

MFS New Discovery Fund Class R3

Catholic Responsible Investments Small-Mid Cap Equity Fund Institutional Class

BNY Mellon Smallcap Stock Index Fund Investor Class

Principal SmallCap S&P 600 Index Fund Institutional Class

Principal SmallCap S&P 600 Index Fund Class R-3

AQR Small Cap Momentum Style Fund Class N

AQR Small Cap Momentum Style Fund Class R6

MassMutual Small Cap Growth Equity Fund Class A

MassMutual Small Cap Growth Equity Fund Service Class

MassMutual Small Cap Growth Equity Fund Administrative Class

MassMutual Small Cap Growth Equity Fund Class R5

T. Rowe Price Integrated US Small-Cap Growth Equity Fund Investor Class

T. Rowe Price Integrated US Small-Cap Growth Equity Fund Advisor class

SMALLCAP World Fund Class 529-E

SMALLCAP World Fund Class 529-F1

SMALLCAP World Fund Class 529-F-2

Invesco Small Cap Growth Fund Class C

Invesco Small Cap Growth Fund Investor Class

Invesco Small Cap Growth Fund Class R5

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

T. Rowe Price Financial Services Fund Class I

Empower S&P Small Cap 600 Index Fund Institutional Class

Empower S&P Small Cap 600 Index Fund Class L

MoA Small Cap Equity Index Fund

Vanguard Tax Managed Small Cap Fund Admiral Cl

Columbia Small Cap Index Fund Institutional Class III

Columbia Small Cap Index Fund class A

Vanguard Russell 2000 Growth Index Fund Insti Cl

Embark Small Cap Equity Fund Institutional Class

S&P SmallCap Index Fund Investor Class

Fidelity Small Cap Index Fund

Nationwide Small Cap Index Fund Class A

GuideStone Funds Small Cap Equity Fund Investor Class

Mercer US Small/Mid Cap Equity Fund Class Y3

Nationwide Small Cap Index Fund Institutional Service Class

T. Rowe Price Integrated US Small-Mid Cap Core Equity Fund Advisor class

T. Rowe Price Integrated US Small-Mid Cap Core Equity Fund Investor Class

Nuveen Quant Small/Mid Cap Equity Fund Class A

Nuveen Quant Small/Mid Cap Equity Fund Retirement Class

Nuveen Quant Small/Mid Cap Equity Fund Class W

Northern Small Cap Index Fund

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

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

BlackRock Advantage Small Cap Core Fund Investor C Class

BlackRock Advantage Small Cap Core Fund Class K

Voya Russell Small Cap Index Portfolio Initial

Voya Russell Small Cap Index Portfolio Advisor Class

BlackRock Advantage Small Cap Growth Fund Institutional Class

BlackRock Advantage Small Cap Growth Fund Class K

BlackRock Advantage SMID Cap V.I. Fund Class I

GMO Alternative Allocation Fund Class I

John Hancock Variable Insurance Trust Small Cap Index Trust Series Nav

John Hancock Variable Insurance Trust Small Cap Index Trust Series I

Vanguard Small Cap Growth Index Fund admiral Class

BlackRock Advantage Large Cap Core V.I. Fund Class III

BlackRock Advantage Large Cap Core V.I. Fund Class I

ProFunds Ultra Small-Cap ProFund Service Class

T Rowe Price Small-Cap Index Fund Institutional Class

T Rowe Price Small-Cap Index Fund Class Z

BlackRock Small Cap Index V.I. Fund Class I

Venerable Small Cap Index Fund Class V

VY T. Rowe Price Diversified Mid Cap Growth Portfolio Class S

VY T. Rowe Price Diversified Mid Cap Growth Portfolio Advisor Class

Nuveen Small Cap Blend Index Fund Class R6

Nuveen Small Cap Blend Index Fund Class I

Vanguard Russell 2000 Index Fund Institutional

BlackRock Advantage Large Cap Value V.I. Fund Class I

State Street Institutional Small-Cap Equity Fund Investment Class

Praxis Small Cap Index Fund Class A

Russell 2000 1.5x Strategy Fund Class A

Russell 2000 1.5x Strategy Fund Class H

SIMT Large Cap Growth Fund Class Y

Victory Extended Market Index Fund Class Fund shares

T. Rowe Price Diversified Mid-Cap Growth Fund Investor Class

Small-Cap ProFund

Russell 2000 Fund Class H

Russell 2000 Fund Class C

Vanguard Extended Market Index Fund Admiral Shs

Vanguard Extended Market Index Fund Institutional

T. Rowe Price Extended Equity Market Index Fund

State Street Small/Mid Cap Equity Index Portfolio

Vanguard Small Cap Index Fund Institutional Plus

BlackRock Diversified Equity Alpha Fund Institutional Class

iShares Russell Small/Mid-Cap Index Fund Class K

BlackRock Advantage Large Cap Value Fund Institutional Class

BlackRock Advantage Large Cap Value Fund Class A

BlackRock Advantage Large Cap Value Fund Class R

Fidelity Series Sustainable US Market Fund

JPMorgan Diversified Fund Class C

JPMorgan Diversified Fund Class R6

Old Westbury Small & Mid Cap Strategies Fund

Vanguard Financial Index Fund Admiral Shs

MFS Global Alternative Strategy Fund Class A

MFS Global Alternative Strategy Fund Class C

MFS Global Alternative Strategy Fund Class B

MFS Global Alternative Strategy Fund Class R5

Russell 2000 2x Strategy Fund Class H

Russell 2000 2x Strategy Fund Class A

BlackRock Advantage SMID Cap Fund Inc Class C

BlackRock Advantage SMID Cap Fund Inc Class K

JPMorgan US Small Company Fund Class R2

JPMorgan US Small Company Fund Class C

JPMorgan US Small Company Fund Class R6

JPMorgan US Small Company Fund Class L

JPMorgan US Small Company Fund Class R4

T. Rowe Price Total Equity Market Index Fund

Brown Advisory Small Cap Growth Fund Inst Shares

Bridge Builder Small/Mid Cap Growth Fund

Destinations Small-Mid Cap Equity Fund Class Z

E TRADE No Fee Total Market Index Fund