Kathryn A. Stelter

Talcott Resolution Life Insurance Co. is an insurance management firm headquartered in Hartford, Connecticut. The firm was founded in 1902 and is a subsidiary of TR Re Ltd., which is ultimately owned by TAO Insurance Holdings LLC. They engage in the provision of property and casualty insurance, group benefits, and mutual funds to individual and business customers.

The Hartford Mutual Funds, Inc. is an open-end management investment company. Its investment objective is to seek capital appreciation. The company was founded in 1996 and is headquartered in Wayne, PA.

Wilshire Advisors LLC (Wilshire) is a privately-held investment technology and advisory firm headquartered in Santa Monica, California. The firm was founded by Dennis Tito in 1972 as Wilshire Associates, Inc. Wilshire provides innovative investment solutions, consulting services and multi-asset analytics to institutional and intermediary clients worldwide.

Hartford Investment Management Co. (HIMCO) is a SEC-registered investment advisor headquartered in Hartford, Connecticut. The firm was founded in 1996 by acquiring the business, personnel and corporate name of an affiliate which had been in operation since 1981 and which performed substantially similar services They are a wholly-owned subsidiary of The Hartford Financial Services Group, Inc. (NYSE: HIG). HIMCO provides investment advisory services primarily to institutional clients and registered and unregistered investment companies. The firm also serves as an investment adviser for its affiliates and provides investment advisory services for vehicles that support the product mix of its affiliates.

Part of American International Group, Inc., The Variable Annuity Life Insurance Co. is a financial services company that believes in providing financial security to everyone. The company is based in Houston, TX. The company works towards enabling people to take action in their financial lives, bridging the gap between planning and outcomes, and fulfilling today's financial needs to achieve tomorrow's aspirations. The company was founded in 1960. The CEO is Bruce Robert Abrams.

Edward D. Jones & Co. LP is a broker-dealer and registered investment advisor located in St. Louis, Missouri. The firm is a subsidiary of the Jones Financial Cos. LLLP. Edward Jones provides financial services for individual investors and businesses in the US, Canada and the United Kingdom. Edward Jones registered as a broker–dealer in 1941 and as an investment adviser in 1993. The firm offers a full array of investment services. They cover stocks that perform over the long-term, focusing on US, Canadian and Western European companies with long, stable, operating histories.

The Investment Company Institute is an association of mutual funds, exchange-traded funds, closed-end funds, and unit investment trusts. The non-profit company is based in Washington and has subsidiaries in the United Kingdom. The American company operates to support and represent these types of investment vehicles. The CEO of the company is Paul Schott Stevens.

Hartford Funds Management Co. LLC (HFMC) is a SEC-registered investment advisor and fund-of-funds manager headquartered in Wayne, Pennsylvania. The firm was founded in 1996 and they are a subsidiary of Hartford Funds Management Group, Inc. and their ultimate parent is Hartford Financial Services Group, Inc. (NYSE: HIG). HFMC provides discretionary investment advisory services to Hartford Funds, which are SEC-registered open-end investment companies, including mutual funds, exchange traded funds and closed-end interval funds and certain Cayman Islands private funds for which HFMC or an affiliate serves as general partner.

Global Atlantic Financial Group Ltd. engages in the provision of financial services that focuses on annuity, life insurance and reinsurance markets. Its brands include Forethought, Accordia Life and Commonwealth Re-Global Atlantic that offers retirement and protection products and reinsurance solutions. The company was founded in 2004 and is headquartered in Hamilton, Bermuda.

Forethought Variable Insurance Trust operates as an open-end management investment company. Its investment objective is to provide income and capital appreciation while seeking to manage volatility. Forethought Variable Insurance Trust was founded on June 17, 2013 and is headquartered in Indianapolis, IN.

Hartford Funds Nextshares Trust operates as closed-end investment fund/investment trust. Its investment objective is to seek long-term capital appreciation. The company is headquartered in Radnor, PA.

Hartford Life and Accident Insurance Co. provides life insurance and investment products. It offers medical insurance, senior medical plans, group reinsurance, retirement programs, auto insurance, and property and casualty services. The company is headquartered in Simsbury, CT.

Forethought Life Insurance Co. is a life insurance company. It engages in the business of writing life insurance and individual variable, fixed and fixed indexed annuities. The company was founded on July 10, 1986 and is headquartered in Indianapolis, IN.

Transamerica Financial Life Insurance Co. provides insurance services. The company is headquartered in Harrison, NY.

Commonwealth Annuity & Life Insurance Co. offers variable annuities, fixed annuities, and permanent life insurance products. The company was founded in 1967 and is headquartered in Brighton, MA.

Transamerica Life Insurance Co. engages in the provision of life insurance services. The company was founded on April 19, 1961 and is headquartered in Cedar Rapids, IA.

LL Global, Inc. is a private company based in Windsor, CT. LL Global is the home of limra.com, which provides information and research to the insurance and financial services industry. The CEO of the company is David N. Levenson.

Part of The Hartford Financial Services Group, Inc., Hartford Funds Management Group, Inc. is a leading asset manager based in Wayne, PA. The firm's product line-up includes more than 50 mutual funds and ETFs in a variety of styles and asset classes, sub-advised by management or Schroder Investment Management North America Inc. The strategic beta ETFs offered by the company are designed to help address investors' evolving needs by leveraging a unique risk-optimized approach. As of June 30, 2023, Hartford Funds Management Group's investment advisory business had approximately $129.90 billion in discretionary and non-discretionary assets under management. Founded in 1996, the company provides mutual funds, ETFs, and 529 college savings plans, using a human-centric investing approach to address the needs and wants of investors.

The MassMutual Trust Co. FSB (MMTC) is an investment adviser headquartered in Enfield, Connecticut and was founded in 1851. MMTC provides discretionary and nondiscretionary trust and fiduciary services in all states. They are a wholly-owned subsidiary of Massachusetts Mutual Life Insurance Co.

Part of KKR & Co., Inc., Accordia Life & Annuity Co. is a company that provides life insurance services. The company is based in Des Moines, IA.

Hartford Funds Exchange-Traded Trust operates as investment holding company. Its investment objective is to provide total return with income. The company is headquartered in Radnor, PA

Hartford Funds Distributors LLC is a company that distributes mutual funds. The company is based in Radnor, PA.

Hartford Funds Master Fund is an open end investment company. Its objective is to invest in equity securities of issuers located throughout the world, including non-dollar securities and securities of emerging market issuers. The company was founded on October 25, 2016 and is headquartered in Radnor, PA.

AIM ETF Products Trust operates as an open-end management investment company. Its investment types include Flexible Exchange options, cash equivalents and temporary investments, other investment companies, exchange-traded funds, and futures contracts. The company was founded on December 17, 2019 and is headquartered in Minneapolis, MN.

Global Atlantic Financial Group LLC offers a variety of annuities and life insurance options to help customers with their retirement and financial strategies. The company is based in Atlanta, GA and was founded by Allan S. Levine, who has been the CEO since incorporation. The company's products include the Accumulator, an accumulation-focused Indexed Universal Life policy with SMART Buy-Up Add-On opportunities. The company also provides tailored solutions for capital and risk management needs.