Mutual Funds Holding UFPI

Wasatch Small Cap Value Fund Investor Class

Royce Small-Cap Total Return Fund Class R

Royce Small-Cap Total Return Fund Service Class

VALIC Company I Small Cap Special Values Fund

Allspring Special Small Cap Value Fund institutional

Allspring Special Small Cap Value Fund Class R6

Wasatch Core Growth Fund Institutional Class Shares

AMG River Road Small Cap Value Fund Class N

Johnson Opportunity Fund

AMG River Road Small-Mid Cap Value Fund Class I

AMG River Road Small-Mid Cap Value Fund Class Z

Lord Abbett Small-Cap Value Fund Class F

Lord Abbett Small-Cap Value Fund Class Other

Lord Abbett Small-Cap Value Fund Class R3

Lord Abbett Small-Cap Value Fund Class R5

Lord Abbett Small-Cap Value Fund Class R6

Columbia Small Cap Value Discovery Fund Class S

Columbia Small Cap Value Discovery Fund Class A

Columbia Small Cap Value Discovery Fund Class Inst3

Columbia Small Cap Value Discovery Fund Class Inst2

Royce Premier Fund Institutional Class

Royce Premier Fund Investment Class

Putnam Small Cap Value Fund Class C

Putnam Small Cap Value Fund Class R6

Kennedy Capital Small Cap Growth Fund Class Institutional

Columbia Small Cap Value and Inflection Fund Class A

Columbia Small Cap Value and Inflection Fund Institutional Class III

Columbia Small Cap Value and Inflection Fund Class S

Franklin Mutual Small-Mid Cap Value Fund Class A

VY Columbia Small Cap Value and Inflection Portfolio Portfolio Initial

VY Columbia Small Cap Value and Inflection Portfolio Class S

VY Columbia Small Cap Value and Inflection Portfolio Class R6

MoA Small Cap Growth Fund

M3Sixty Small Cap Growth Fund Institutional Class

Victory Integrity Small-Cap Value Fund Class R

Victory Integrity Small-Cap Value Fund Class A

Copeland Smid Cap Dividend Growth Fund Class A

AMG GW&K Small Cap Core Fund Class N

AMG GW&K Small Cap Core Fund Class Z

SEGALL BRYANT & HAMILL SMALL CAP CORE FUND Institutional Class

Northern Funds Small Cap Value Fund

S&P MidCap 400 Pure Value Fund Class C

Royce Small Cap Fund Investment Class

Royce Small Cap Fund Consultant Class

AQR Small Cap Multi-Style Fund Class R6

AQR Small Cap Multi-Style Fund Class N

John Hancock Disciplined Value Mid Cap Fund Class C

John Hancock Disciplined Value Mid Cap Fund Class A

John Hancock Disciplined Value Mid Cap Fund Class R4

Fidelity Advisor Value Strategies Fund Class I

Fidelity Advisor Value Strategies Fund

Fidelity Advisor Value Strategies Fund Class C

Nationwide Bailard Small Cap Value Fund Class A

Nationwide Bailard Small Cap Value Fund Class M

Thrivent Small Cap Index Portfolio

T. Rowe Price Small Cap Value Fund Investor Class

T. Rowe Price Small Cap Value Fund Z Class

Fidelity Advisor Value Fund Class C

Fidelity Advisor Value Fund Class I

Fidelity Value Fund

John Hancock Variable Insurance Trust Small Company Value Trust Series Nav

John Hancock Variable Insurance Trust Small Company Value Trust Series 2

JPMorgan Small Cap Blend Fund Class R6

JPMorgan Small Cap Blend Fund Class A

AQR Small Cap Momentum Style Fund Class N

AQR Small Cap Momentum Style Fund Class R6

Russell Tax-Managed US Mid & Small Cap Fund Class A

Russell Tax-Managed US Mid & Small Cap Fund Class S

Hotchkis & Wiley Small Cap Diversified Value Fund Class I

Hotchkis & Wiley Small Cap Diversified Value Fund Class Z

Column Small Cap Fund

Fidelity Advisor Mid Cap Value Fund Class A

Fidelity Advisor Mid Cap Value Fund Class I

Fidelity Advisor Mid Cap Value Fund

American Beacon Small Cap Value Fund R6 Class

American Beacon Small Cap Value Fund Y Class

American Beacon Small Cap Value Fund Institutional Class

VALIC Company I Mid Cap Value Fund

Mid-Cap Value ProFund

John Hancock Variable Insurance Trust Small Cap Index Trust Series Nav

John Hancock Variable Insurance Trust Small Cap Index Trust Series I

Royce Small-Cap Portfolio

Royce Small-Cap Value Fund Investment Class

DFA US Sustainability Targeted Value Portfolio

Mercer US Small/Mid Cap Equity Fund Class I

BlackRock Advantage Small Cap Core Fund Investor A Class

BlackRock Advantage Small Cap Core Fund Institutional Class

JPMorgan Small Cap Value Fund Class R3

JPMorgan Small Cap Value Fund Class R4

JPMorgan Small Cap Value Fund Class R2

JPMorgan Small Cap Value Fund Class A

Russell US Small Cap Equity Fund Class Y

Russell US Small Cap Equity Fund Class C

Russell US Small Cap Equity Fund Class R6

Fidelity Small Cap Index Fund

AQR Alternative Risk Premia Fund Class I

Schwab Small-Cap Index Fund

Nationwide Small Cap Index Fund Class R6

Nationwide Small Cap Index Fund Class R

Nationwide Small Cap Index Fund Institutional Service Class

BNY Mellon Midcap Index Fund, Inc Class I

Horizon Multi-Factor Small/Mid Cap Fund Investor Class

S&P MidCap Index Fund Class K

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

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 III

Venerable Small Cap Index Fund Class V

Columbia Mid Cap Index Fund Institutional Class III

Voya Russell Small Cap Index Portfolio Initial

Voya Russell Small Cap Index Portfolio Advisor Class

Empower S&P Mid Cap 400 Index Fund Class L

Empower S&P Mid Cap 400 Index Fund Institutional Class

Columbia Mid Cap Index Fund Class A

VALIC Company I Mid Cap Index Fund

Voya VACS Index Series SC Portfolio

DFA US Small Cap Portfolio Institutional Class

John Hancock Variable Insurance Trust Mid Index Trust Series Nav

Northern Funds Mid Cap Index Portfolio

Columbia Multi-Manager Directional Alternative Strategies Fund Institutional Class

Mid-Cap ProFund

Principal SmallCap Value Fund II Class R-3

Principal SmallCap Value Fund Institutional Class

Principal SmallCap Value Fund II Class R6

SIMT Small Cap Fund Class Y

Bridge Builder Small/Mid Cap Value Fund

ProFunds Ultra Small-Cap ProFund Service Class

Empower Small Cap Value Fund Investor Class

SIMT Tax-Managed Small/Mid Cap Fund Class F

Vanguard Small Cap Value Index Fund Investor Class

Vanguard Small Cap Value Index Fund Institutional

Federated Hermes Mid-Cap Index Fund Class R6

Federated Hermes Mid-Cap Index Fund Service Class

VY JPMorgan Small Cap Core Equity Portfolio Service

VY JPMorgan Small Cap Core Equity Portfolio Initial

Mid-Cap 1.5x Strategy Fund Class C

Mid-Cap 1.5x Strategy Fund Class H

Russell 2000 1.5x Strategy Fund Class H

ProFunds UltraMid-Cap ProFund Investor Class

VY JPMorgan Small Cap Core Equity Portfolio Class R6

John Hancock Variable Insurance Trust Small Opportunities Trust Series Nav

John Hancock Variable Insurance Trust Small Opportunities Trust Series I

PIMCO RAE US Small Fund Class INSTL

Wilshire Small Company Value Fund Institutional Class

Columbia Multi-Manager Small Cap Equity Strategies Fund Intitutional Class

Nuveen Small Cap Blend Index Fund Class R6

Nuveen Small Cap Blend Index Fund Class I

BlackRock Advantage SMID Cap V.I. Fund Class I

Morningstar US Equity Fund Institutional Class

Russell 2000 Fund Class A

State Street Institutional Small-Cap Equity Fund Investment Class

Small-Cap ProFund Service Class

State Street Small-Cap Equity V.I.S. Fund Class 1

Fidelity Extended Market Index Fund

Vanguard Industrials Index Fund Admiral Shares

Venerable US Small Cap Fund Class V

Embark Small Cap Equity Fund Institutional Class

BNY Mellon Mid Cap Multi-Strategy Fund Investor Shares

Vanguard Small Cap Index Fund Investor Class

PGIM Quant Solutions Small-Cap Value Fund Class R4

Meeder Spectrum Fund Adviser Class

State Street Small/Mid Cap Equity Index Portfolio

PGIM Quant Solutions Small-Cap Value Fund Class C

PGIM Quant Solutions Small-Cap Value Fund Class R

Vanguard Extended Market Index Fund Institutional Plus Class

Vanguard Extended Market Index Fund Investor Class

Vanguard Small Cap Index Fund Institutional

Vanguard Small Cap Index Fund admiral Class

iShares Russell Small/Mid-Cap Index Fund Class K

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

AQR Style Premia Alternative Fund Class I

AQR Style Premia Alternative Fund Class N

BlackRock Diversified Equity Alpha Fund Institutional Class

Calvert US Mid Cap Core Responsible Index Class A