Thomas D. Kim

Legg Mason, Inc. is a holding company. It engages in the provision of investment management and related products and services to institutional and individual clients, company-sponsored mutual funds, and other investment vehicles. The company was founded in 1981 and is headquartered in Baltimore, MD.

ASB Capital Management, Inc. (ASBCM) is a SEC-registered investment advisor headquartered in Bethesda, Maryland. The firm was founded in 1983 and is owned by Chevy Chase Trust Holdings LLC, ultimately owned by Chevy Chase Holdings LLC. ASBCM provides investment management services to qualified individual and institutional clients that include Taft-Hartley plans, pension and retirement programs, separate accounts, endowments and foundations, corporations and other types of accounts, and private investment vehicles.

Wilmington Trust Investment Advisors, Inc. (WTIA) is a mutual fund manager and registered investment advisor headquartered in Wilmington, Delaware. The firm was founded as MTB Investment Advisors, Inc. in 1995 as the result of a merger between Allied Investment Advisors and M&T Asset Management. In 2012, their name was changed to WTIA. The firm is a wholly-owned subsidiary of Manufacturers and Traders Trust Co. (M&T Bank), which is owned by M&T Bank Corp. (NYSE: MTB). WTIA principally provides investment management services to institutional clients. They also serve as sub-advisor to the Wilmington Funds, a family of mutual funds.

Tennessee Consolidated Retirement System (TCRS) is a State-owned pension fund manager headquartered in Nashville, Tennessee. Founded in 1972, TCRS is a defined benefit pension plan that provides lifetime retirement, survivor and disability benefits for employees and their beneficiaries. The firm covers state employees, higher education employees, K-12 public school teachers and employees of political subdivisions who have elected to participate in the plan.

AARP, Inc. (District of Columbia) provides general, legal information and products and facilities to aged citizens. It offers discounts, insurance, financial, health products, travel benefits to its members. The company was founded by Ethel Percy Andrus in 1958 and is headquartered in Washington, DC.

Founded in 1976, Calvert Investments, Inc. is an investment advisor located in Bethesda, Maryland. The firm is a subsidiary of Ameritas Life Insurance Corp. and their ultimate parent is UNIFI Cos. Calvert Investments provides investment services to financial advisors and their clients, as well as retirement plans and insurance carriers, and institutional investors. The firm's investment strategies are available through mutual funds, sub-advisory services, and separate account management.