Mutual Funds Holding SYF

GuidePath Tactical Allocation Fund Service Class

DWS CROCI US Fund Class A

DWS CROCI US Fund Class Institutional

PIMCO RAE US Fund Class A

PIMCO RAE US Fund Class I-2

FullerThaler Behavioral Small-Mid Core Equity Fund Class R6

FullerThaler Behavioral Small-Mid Core Equity Fund Class C

Carillon Chartwell Mid Cap Value Fund Class C

Carillon Chartwell Mid Cap Value Fund Class R6

Columbia Disciplined Core Fund Class A

Columbia Disciplined Core Fund Class Institutional

Columbia Disciplined Core Fund Class Institutional 2

Columbia Disciplined Value Fund Class Institutional

Columbia Disciplined Value Fund Class A

Voya MidCap Opportunities Portfolio Initial

Voya MidCap Opportunities Portfolio Service

GMO US Equity Fund Class VI

MFS Blended Research Mid Cap Equity Fund Class B

MFS Blended Research Mid Cap Equity Fund Class I

MFS Blended Research Mid Cap Equity Fund Class R2

MFS Blended Research Mid Cap Equity Fund Class R4

MFS Blended Research Mid Cap Equity Fund Class R6

Nuveen Dividend Value Fund Class C

Nuveen Dividend Value Fund Class A

Goldman Sachs Large Cap Value Insights Fund Class A

Goldman Sachs Large Cap Value Insights Fund Institutional Shares

Goldman Sachs Large Cap Value Insights Fund Investor Class

Goldman Sachs Large Cap Value Insights Fund Class P Shares

Voya Large Cap Value Fund Class C

Voya Large Cap Value Fund Class I

Voya Large Cap Value Fund Class R6

Nomura Opportunity Fund Class A

Nomura Opportunity Fund Institutional Class

Nomura Opportunity Fund Class R

Goldman Sachs Mid Cap Value Fund Class C

Goldman Sachs Mid Cap Value Fund Class R6

Goldman Sachs Mid Cap Value Fund Class P Shares

Goldman Sachs Mid Cap Value Fund Service Class

Empower Mid Cap Value Fund Institutional Class

Victory Diversified Stock Fund Class A

Victory Diversified Stock Fund Class C

Victory Diversified Stock Fund Class Y

Steward Large Cap Value Fund Institutional Class

Nuveen Large Cap Select Class I

Voya MidCap Opportunities Fund Class W

Voya MidCap Opportunities Fund Class R6

Voya MidCap Opportunities Fund Class C

Steward Large Cap Core Fund Class A

Steward Large Cap Core Fund Class R6

Voya Growth and Income Portfolio Advisor Class

Voya Growth and Income Portfolio Initial

VALIC Company I Systematic Value Fund

AQR Large Cap Multi-Style Fund Class N

Columbia Large Cap Enhanced Core Fund Class R

Columbia Large Cap Enhanced Core Fund Class A

Columbia Large Cap Enhanced Core Fund

Goldman Sachs US Equity Insights Fund Class P Shares

Goldman Sachs US Equity Insights Fund Class R6

Goldman Sachs US Equity Insights Fund Cl R

Goldman Sachs US Equity Insights Fund Class C Shares

Fuller & Thaler Behavioral Mid-Cap Value Fund Class C

Fuller & Thaler Behavioral Mid-Cap Value Fund Institutional Class

Victory RS Global Fund Class C

Victory RS Global Fund Class R6

Victory RS Global Fund Class A

Natixis Oakmark Fund Class A

Natixis Oakmark Fund Class N

Oakmark Fund Institutional Class

Oakmark Fund Class R6

BNY Mellon Active MidCap Fund Class A

BNY Mellon Active MidCap Fund Class Y

SIMT Mid-Cap Fund Class Y

FullerThaler Behavioral Mid-Cap Equity Fund Institutional Class

SIMT Large Cap Value Fund Class Y

Transamerica Multi-Asset Income Fund Class A

Transamerica Multi-Asset Income Fund Class I

Nomura Wealth Builder Fund Class R

Nomura Wealth Builder Fund Institutional Class

American Balanced Fund Class A

Avantis US Large Cap Value Fund Class G

Avantis US Large Cap Value Fund Class Institutional

American Balanced Fund Class C

American Balanced Fund Class 529-A

American Balanced Fund Class 529-F

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

VALIC Company I Global Strategy Fund

LSV Conservative Value Equity Fund Institutional Class

MFS Mid Cap Value Fund Class B

MFS Mid Cap Value Fund Class I

MFS Mid Cap Value Fund Class A

MFS Mid Cap Value Fund Class R4

MFS Mid Cap Value Fund Class R1

Destra Flaherty & Crumrine Preferred and Income Fund Class A

Destra Flaherty & Crumrine Preferred and Income Fund Class I

Rydex Financial Services Fund Investor Class

Rydex Financial Services Fund Class A

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

Sterling Capital Behavioral Small Cap Value Equity Fund Class A

Sterling Capital Behavioral Small Cap Value Equity Fund Class C

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

The Income Fund of America - Class F-3

The Income Fund of America Class C

The Income Fund of America Class R5

The Income Fund of America Class R1

The Income Fund of America Class R2

The Income Fund of America - Class R2E

Voya Index Plus LargeCap Portfolio Initial

Steward Large Cap Growth Fund Class A

Voya Index Plus LargeCap Portfolio Advisor Class

Yorktown Growth Fund Class A

Yorktown Growth Fund Class L

GMO Alternative Allocation Fund Class I

Sterling Capital Behavioral Large Cap Value Equity Fund Inst Class

Sterling Capital Behavioral Large Cap Value Equity Fund Class C

Voya Global High Dividend Low Volatility Portfolio Class S

Voya Global High Dividend Low Volatility Portfolio Class S2

AQR Style Premia Alternative Fund Class R6

Sterling Capital Behavioral Large Cap Value Equity Fund Class R6

Vanguard Mid-Cap Value Index Fund Investor Shares

Clearwater Core Equity Fund

Meeder Spectrum Fund Institutional Class

Voya Global High Dividend Low Volatility Fund Class A

Voya Global High Dividend Low Volatility Fund Class I

Federated Hermes MDT All Cap Core Fund Class C

Federated Hermes MDT All Cap Core Fund Class R6

Nomura Growth and Income Fund Class A

Nomura Growth and Income Fund Class R6

AQR Alternative Risk Premia Fund Class I

SEI Institutional Investments Trust - US Equity Factor Allocation Fund Class A

Nuveen Large Cap Responsible Equity Fund Class A

Nuveen Large Cap Responsible Equity Fund Premier Class

Hussman Strategic Allocation Fund

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

Gateway Fund

Gateway Fund

HCM Sector Plus Fund Class I

HCM Sector Plus Fund Class R

Voya Index Plus MidCap Portfolio Initial

AQR LSE Fusion Fund Class I

AQR LSE Fusion Fund Class R6

Victory Growth & Income Fund Class Fund shares

Northern Funds Large Cap Value Fund

SIMT Large Cap Fund Class F

T. Rowe Price Financial Services Fund Class I

Victory World Equity Fund shares

BlackRock Systematic Multi-Strategy Fund Class A

BlackRock Systematic Multi-Strategy Fund Class K

Northern US Quality ESG Fund

VALIC Company I Systematic Core Fund

Goldman Sachs US Tax-Managed Equity Fund Class C

Goldman Sachs US Tax-Managed Equity Fund Service Class

Goldman Sachs US Tax-Managed Equity Fund Investor Class

Meeder Muirfield Fund Adviser Class

Meeder Muirfield Fund Institutional Class

Gateway Equity Call Premium Fund Class C

Gateway Equity Call Premium Fund Class Y

Arrow DWA Tactical: Balanced Fund Class A

PIMCO Dividend and Income Fund Class C

PIMCO Dividend and Income Fund Class I-2

Vanguard Financial Index Fund Admiral Shs

Financials UltraSector ProFund Service Class

Fidelity SAI US Value Index Fund

Invesco Multi-Strategy Fund Class R6

Invesco Multi-Strategy Fund Class C

Invesco Multi-Strategy Fund Class A

American Funds Fundamental Investors Class C

American Funds Fundamental Investors Class 529-A

American Funds Fundamental Investors Class 529-E

American Funds Fundamental Investors Class 529-F3