Putnam Sustainable Future Fund Class C

Putnam Sustainable Future Fund Class R

Putnam Sustainable Future Fund Class R6

AMG TimesSquare Mid Cap Growth Fund- Class Z

AMG TimesSquare Mid Cap Growth Fund Class I

PACE Large Company Value Equity Investments Class A

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

Vanguard Advice Select Global Value Fund Class Admiral

Vanguard Windsor Fund Admiral Shares

Catalyst/SMH Total Return Income Fund Class A

The Hartford Mid Cap Value Fund Class C

The Hartford Mid Cap Value Fund Class F

The Hartford Mid Cap Value Fund Class I

The Hartford Mid Cap Value Fund Class R5

The Hartford Mid Cap Value Fund Class Y

Putnam Sustainable Leaders Fund Class A

Putnam Sustainable Leaders Fund Class Y

William Blair Small-Mid Cap Growth Fund Class I

William Blair Small-Mid Cap Growth Fund Class N

PGIM Jennison Mid-Cap Growth Fund Class R

PGIM Jennison Mid-Cap Growth Fund Class R2

PGIM Jennison Mid-Cap Growth Fund Class R4

PGIM Jennison Mid-Cap Growth Fund Class R6

Putnam US Research Fund Class C

Putnam US Research Fund Class Y

WesMark Balanced Fund

Rydex Financial Services Fund Investor Class

Rydex Financial Services Fund Class A

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

American Funds US Small & Mid Cap Equity Fund Class 529-F-1

American Funds US Small & Mid Cap Equity Fund Class 529-F-3

American Funds US Small & Mid Cap Equity Fund Class R2E

American Funds US Small & Mid Cap Equity Fund Class R3

American Funds US Small & Mid Cap Equity Fund Class R5

American Funds US Small & Mid Cap Equity Fund Class R6

American Funds US Small & Mid Cap Equity Fund Class C

American Funds US Small & Mid Cap Equity Fund Class F2

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

T. Rowe Price New Horizons Fund Investor Class

Fidelity Flex Small Cap Focused Index Fund

George Putnam Balanced Fund Class A

George Putnam Balanced Fund Class C

George Putnam Balanced Fund Class R5

The Hartford Balanced Income Fund Class F

The Hartford Balanced Income Fund Class I

The Hartford Balanced Income Fund Class R-3

The Hartford Balanced Income Fund Class Y

The Hartford Balanced Income Fund Class R-4

Vanguard Wellesley Income Fund Investor Class

Grandeur Peak Global Reach Fund

Empower T. Rowe Price Mid Cap Growth Fund Institutional Class

T. Rowe Price Institutional Mid-Cap Equity Growth Fund

T. Rowe Price Mid-Cap Growth Portfolio

T. Rowe Price Mid-Cap Growth Fund Class I

T. Rowe Price Mid-Cap Growth Fund Class z

Voya Russell Mid Cap Growth Index Portfolio Initial

Voya Russell Mid Cap Growth Index Portfolio Class S

Putnam Core Equity Fund Class A

Putnam Core Equity Fund Class R6

MassMutual Mid Cap Growth Fund Class R4

MassMutual Mid Cap Growth Fund Service Class

MassMutual Mid Cap Growth Fund Class R5

MassMutual Mid Cap Growth Fund Class Y

Capital Income Builder Fund (US) Other Class

Capital Income Builder Fund (US) Class C

Capital Income Builder Fund (US) 529-A Shares

Capital Income Builder Fund (US) Class 529-E Shares

Capital Income Builder Fund (US) Class 529-F-2

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

Capital Income Builder Fund (US) Retirement Class

Capital Income Builder Fund (US) Retirement Class

Capital Income Builder Fund (US) Retirement Class R-6

Capital Income Builder Fund (US) Retirement Class R-5E

Nuveen Quant Small/Mid Cap Equity Fund Premier Class

Nuveen Quant Small/Mid Cap Equity Fund Class I

Nuveen Quant Small/Mid Cap Equity Fund Class R6

MFS Core Equity Fund Class B

MFS Core Equity Fund Class C

MFS Core Equity Fund Class R4

MFS Core Equity Fund Class R6

BlackRock Advantage Large Cap Value Fund Institutional Class

BlackRock Advantage Large Cap Value Fund Class A

BlackRock Advantage Large Cap Value Fund Class R

Vanguard Small Cap Value Index Fund admiral Class

Touchstone Dynamic Large Cap Growth Fund Class C

Touchstone Dynamic Large Cap Growth Fund Class R6

Touchstone Dynamic Large Cap Growth Fund Class Y

T Rowe Price Mid-Cap Index Fund Institutional Class

Victory Extended Market Index Fund Class Fund shares

Fidelity ZERO Extended Market Index Fund

Optimum Large Cap Growth Fund Class C

Vanguard Extended Market Index Fund Institutional Plus Class

Vanguard Extended Market Index Fund Investor Class

VY T. Rowe Price Diversified Mid Cap Growth Portfolio Initial

VY T. Rowe Price Diversified Mid Cap Growth Portfolio S2

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

VY T. Rowe Price Diversified Mid Cap Growth Portfolio Class R6

Columbia Multi-Manager Large Cap Growth Strategies Fund Institutional Class

State Street Small/Mid Cap Equity Index Portfolio

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

Capital World Growth and Income Fund Class A

Capital World Growth and Income Fund Class 529-A

Capital World Growth and Income Fund Class 529-E

Capital World Growth and Income Fund Class 529-F-2

Capital World Growth and Income Fund Class 529-F-3

Capital World Growth and Income Fund Class R-2E

Capital World Growth and Income Fund Class R-3

Capital World Growth and Income Fund Class R-4

Capital World Growth and Income Fund Class R-6

Schwab Fundamental US Small Company Index Fund

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

Capital World Growth and Income Fund Class F-2

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

Fidelity Mid Cap Index Fund

iShares Russell Mid-Cap Index Fund Institutional Class

iShares Russell Mid-Cap Index Fund Class K

American Century Strategic Allocation Aggressive Fund R6 Class

American Century Strategic Allocation Aggressive Fund A Class

American Century Strategic Allocation Aggressive Fund C Class

Calvert US Mid Cap Core Responsible Index Class A

T. Rowe Price US Equity Research Fund Advisor Class

T. Rowe Price US Equity Research Fund Class Z

T. Rowe Price US Equity Research Fund Class R

American Century Strategic Allocation Moderate Fund A Class

American Century Strategic Allocation Moderate Fund R6 Class

American Century Strategic Allocation Moderate Fund R5 Class

Wilshire Large Company Growth Portfolio Investment Class

Voya Russell Mid Cap Index Portfolio Advisor Class

Voya Russell Mid Cap Index Portfolio Class S

PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares

T. Rowe Price Hedged Equity Fund Investor Class

Sanford C. Bernstein Fund Tax-Aware Overlay A Portfolio Class 1

TFA AlphaGen Growth Fund Class I

Vanguard High Dividend Yield Index Fund Admiral Class

Wilshire Large Company Growth Portfolio Institutional Class

American Century Strategic Allocation Conservative Fund R5 Class

American Century Strategic Allocation Conservative Fund C Class

American Century Strategic Allocation Conservative Fund A Class

Federated Hermes Prudent Bear Fund Class A

MFS Blended Research Mid Cap Equity Fund Class C

MFS Blended Research Mid Cap Equity Fund Class A

MFS Blended Research Mid Cap Equity Fund Class R1

MFS Blended Research Mid Cap Equity Fund Class R3

Federated Hermes Prudent Bear Fund Class C

Sanford C Bernstein Fund Class 1

American Century Strategic Allocation Conservative Fund Investor Class

Catholic Values Equity Fund Class F

Calvert US Large Cap Value Responsible Index Fund Class I

Calvert US Large Cap Growth Responsible Index Fund Class I

Calvert US Large Cap Growth Responsible Index Fund Class R6

MFS Global Alternative Strategy Fund Class I

MFS Global Alternative Strategy Fund Class R1

MFS Global Alternative Strategy Fund Class R2

MFS Global Alternative Strategy Fund Class R3

MFS Global Alternative Strategy Fund Class R4

Fidelity Advisor Hedged Equity Fund

Fidelity Advisor Hedged Equity Fund Class I

Fidelity Advisor Hedged Equity Fund Class Z

Fidelity NASDAQ Composite Index

Growth Equity Index Fund Class Institutional

T. Rowe Price Total Equity Market Index Fund

Schwab US Large-Cap Growth Index Fund

Vanguard Russell 1000 Growth Index Fund Insti Cl

BlackRock Advantage SMID Cap V.I. Fund Class III

Bridge Builder Small/Mid Cap Growth Fund

Calvert US Large Cap Core Responsible Index Fund Class A

Calvert US Large Cap Core Responsible Index Fund Class C

DFA US Core Equity 2 Portfolio