Liz A. Clapp-Carey

Massachusetts Financial Services Co., dba MFS Investment Management (MFS), is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1924 and is a subsidiary of Sun Life of Canada (US) Financial Services Holdings, Inc., ultimately held by Sun Life Financial, Inc. (TSX, NYSE: SLF) in Canada. The firm provides investment advisory and sub-advisory services to a range of institutional clients and pooled investment vehicles. MFS is a responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI).

Martingale Asset Management LP (Martingale) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1987 by Arnold Wood, Patricia O’Connor and William (Bill) Jacques. Martingale manages equity portfolios for corporate pension plans, foundations, endowments, public retirement systems, and multi-employer funds.

NCH Healthcare System, Inc. provides healthcare systems and services. It offers diagnostics, rehabilitation, home care, nutrition, and ancillary services. The company was founded in 1953 and is headquartered in Naple, FL.

SSgA Funds Management, Inc. (SSgA FM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1978 and is a subsidiary of State Street Global Advisors, Inc., ultimately held by State Street Corp. (NYSE: STT). SSgA FM provides investment advisory services to US investment companies and certain pooled investment vehicles.

Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY.

PPM America, Inc. (PPM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1990 and is a subsidiary of PPM Holdings, Inc., ultimately held by Jackson Financial, Inc. (JFI) (NYSE: JXN). PPM is the primary investment manager for the general account assets of JFI’s insurance subsidiaries and serves as sub-adviser to US mutual funds sponsored by Jackson National Asset Management LLC (JNAM), a subsidiary of Jackson National Life Insurance Co. (Jackson), and adviser to the PPM Funds, a family of institutional share class mutual funds. Additionally, PPM provides advisory services to non-US pooled investment vehicles, structured vehicles such as collateralized loan obligations (CLOs), private equity funds, and separately managed accounts for third-party institutional clients.

Wellington Management Co. LLP (WMC) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, and to investment vehicles that the firm sponsors.

Part of Elah Holdings, Inc., Industrial Indemnity Holdings, Inc. underwrites workers compensation insurance. Industrial Indemnity Holdings was acquired by Fremont General Corp. from Xerox Corp. on August 01, 1997 for $365 million.

NewReal, Inc. provides commercial construction services. The private company is based in Allston, MA. Ronald Brown has been the CEO of the company since 1984.

Albireo AB operates as a biopharmaceutical company, which focuses on the development and potential commercialization of novel bile acid modulators. It helps treat orphan pediatric liver diseases and gastrointestinal disorders where the improper flow or absorption of bile causes serious medical conditions for which there is high unmet need. The company was founded by Per-Göran Gillberg and Jan Mattsson and is headquartered in Göteborg, Sweden.

DWS Investment Management Americas, Inc. (DIMA) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1984 and formerly known as Deutsche Investment Management Americas Inc. In 2018, they changed their name to DWS as part of the rebranding of Deutsche Asset Management. They are a subsidiary of DWS USA Corp., ultimately held by Deutsche Bank AG (ETR: DBK) in Germany. DIMA provides discretionary and non-discretionary investment advisory services to various institutional clients. They also provide investment advisory services for their municipal bond strategies through wrap fee programs.

Summit Partners LP (Summit Partners) is a private equity firm founded in 1984 by Gregory Avis, Roe Stamps and Stephen Woodsum. The firm is headquartered in Boston, Massachusetts.

Liberty Corporate Services, Inc. provides life insurance products and institutional asset management services. The company was founded in 1985 and is located in Boston, MA.

Part of Lehman Brothers Holdings, Inc., Shearson Lehman Brothers Holdings, Inc. provides security broker services. The company is based in New York, NY.

Jensen Investment Management, Inc. (Jensen) is an independent, employee-owned SEC-registered investment advisor headquartered in Lake Oswego, Oregon. The firm was founded by Val Jensen in 1988. Jensen provides investment management services to a wide array of individual and institutional clients, such as private clients, pension plans, foundations, endowments and other businesses. In addition, the firm acts as the investment adviser to various mutual funds and a collective investment fund.

Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA.

Bowdoin College is an independent, nonsectarian, coeducational residential, undergraduate liberal arts institution founded in 1794. It is located in Brunswick, ME.

Amundi Asset Management US, Inc. (Amundi US) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and formerly known as Pioneer Investment Management, Inc. and Amundi Pioneer Asset Management, Inc. In 2021, they merged with and into Amundi Pioneer Institutional Asset Management, Inc. and subsequently changed their name to Amundi Asset Management US, Inc. They are a wholly owned subsidiary of Amundi US, Inc., ultimately held by Rue La Boëtie SAS’ Credit Agricole SA (EPA: ACA) in France. Amundi US provides investment management services to pooled investment vehicles and separately managed accounts.

NitroMed, Inc. develops and supplies pharmaceuticals. It offers BiDil, an orally administered medicine for the treatment of heart failure. The firm also develops products for cardiovascular and metabolic diseases. The company was founded in 1987 and is headquartered in Atlanta, GA.

Tom's of Maine, Inc. manufactures and markets personal care products. It provides natural products for hair, teeth, skin and cold care. It also manufactures antiperspirants, soaps, shampoos and shaving cream made from natural ingredients. The company was founded in 1970 by Tom Chappell and Kate Chappell and is headquartered in Kennebunk, ME.

CardioKine, Inc. develops drugs and pharmaceuticals for the treatment and prevention of heart failure. The company was founded by Arthur Michael Feldman, James Mervis, Paul-Andre de Lame and Michael Juliano in 2004 and is headquartered in Pittsburgh, PA.

Tufts Associated Health Plans, Inc. provides healthcare plans. It offers health care coverage options to individuals and employer groups. The firm also offers choice tiered network option plan and Steward Community Choice, a community-based plan, developed in conjunction with Steward Health Care System. The company was founded by Morton A. Madoff in 1979 and is headquartered in Watertown, MA.