Anthony Koenig

BNY Mellon Investment Adviser, Inc. (BNYMIA) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1951 and formerly known as The Dreyfus Corp. They are a wholly-owned subsidiary of MBC Investments Corp., ultimately held by The Bank of New York Mellon Corp. (NYSE: BK). BNYMIA serves as an investment advisor to mutual funds, such as the BNY Mellon Family of Funds and The BNY Mellon Funds Trust, and as sub-investment advisor to non-affiliated mutual funds. Formed in 2009, Dreyfus Cash Investment Strategies (Dreyfus) is a division of the BNYMIA that offers money market strategies to US and non-US institutional investors.

Massachusetts Financial Services Co., do-business-as 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. (TSE, 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).

Amundi Pioneer Asset Management USA, Inc. provides investment management services. The company was founded on October 25, 1956 and its headquarters is headquartered in Boston, MA.

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 as Amundi Pioneer Asset Management, Inc. In 2021, they merged with and into Amundi Pioneer Institutional Asset Management, Inc. and subsequently changed its 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, NASDAQ: CRARF) in France. Amundi US provides investment management services to pooled investment vehicles and separately managed accounts.

Equitable Financial Life Insurance Company of America provides life insurance product. It offers variety of fixed and variable life insurance policies which offer policy features. It issues Market Stabilizer Option (MSO), an investment option available under certain variable life insurance policies. The company was founded on March 6, 1969 and is headquartered in Charlotte, NC.

Eaton Vance Management (EVM) is a registered mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1979 when Eaton & Howard merged with Vance, Sanders & Co. Prior to March 2021, they were a wholly-owned subsidiary of Eaton Vance Corp. Their direct owner is Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). EVM provides investment advice to institutional clients, mutual funds, other pooled investment vehicles, and retail separately managed accounts.

Citibank NA engages in the provision of banking services. It offers retail and commercial banking; credit cards; banking, capital markets, and advisory; markets and securities services; private banking; and treasury and trade solutions. The company was founded on June 16, 1812 and is headquartered in New York, NY.

Bankers Trust Co. is an asset management headquartered in Des Moines, Iowa. The firm was founded in 1917 and is a subsidiary of BTC Financial Corp. The firm serves as a trusted partner for individuals’ comprehensive financial planning, trust and fiduciary needs.

Oppenheimer & Co., Inc. provides security brokerage services. It also offers investment banking and advice to high net worth investors, individuals, businesses and institutions. The company is headquartered in New York, NY.

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.

Part of SAS Rue la Boétie, Pioneer Funds Distributor, Inc. provides brokerage services. Lisa Marinello Jones has been the CEO of the American company since 2014.

Truist Securities, Inc. is a registered broker-dealer headquartered in Atlanta, Georgia. The firm was founded in 1894 as SunTrust Robinson Humphrey, Inc. In 2020, the firm was renamed following the integration of SunTrust Robinson Humphrey and BB&T Capital Markets. The firm is a subsidiary of Truist Financial Corp. (NYSE: TFC) and is an active market maker in equity and fixed-income products. Truist Securities delivers a comprehensive range of strategic advisory, capital raising, risk management, and financing solutions, as well as a dynamic suite of sales, trading, and research services in both fixed-income and equity. Their strategies are carefully tailored to meet the needs and vision of their clients.

Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises.

Part of SAS Rue la Boétie, Pioneer Investment Management Shareholder Services, Inc. is an American company that provides shareholder support services. The private company is located in the US.

Carver Federal Savings Bank federally chartered savings bank. Its services include in personal banking, money market & personal savings, business banking, loans and online banking. The company was founded in 1948 and is headquartered in New York, NY.

Customer Access Resources, Inc. is a private company that provides call center services to financial institutions. The company is based in Raleigh, NC.

Federal Farm Credit Banks Funding Corp. provides loans to agriculture-producing companies and individuals. The company engages in issuing, marketing, and handling the Farm credit system’s debt securities. It offers discount notes, designated bonds, floating rate bonds, fixed rate bonds, and retail bonds. The company is headquartered in Jersey, NJ.

1199SEIU Benefit & Pension Funds provides services to people. It provides health, pension and life benefits to hospital, nursing home and home care workers. The company was founded in 1932 and is headquartered in New York, NY.

Boston Medical Center provides healthcare services. It provides a spectrum of pediatric and adult care services from primary to family medicine specialty care. The hospital is established in July 1996 and is headquartered in Boston, MA

Part of The Bank of New York Mellon Corp., Mellon Asset Management provides asset management services.

England & Co. provides investment banking and advisory services. It offers services to the energy and infrastructure technology, financial services, healthcare and software and information technology sectors. The company was founded by Craig W. England in 2002 and is headquartered in Bethesda, MD.

New York City Opera, Inc. organizes music programs. It inspire audiences with theatrically compelling opera. The company was founded by Fiorello LaGuardia in 1943 and is headquartered in New York, NY.

The Association of the Bar of the City of New York is a voluntary association of lawyers and law students. The organization was founded in 1870 and it is headquartered in New York, NY

The Foreign Policy Association is an organization that provides resources and materials to inform citizens about foreign policy. The non-profit company is based in New York, NY. The company offers a discussion program on foreign affairs called Great Decisions, which includes articles, master classes, and a national opinion ballot report. The CEO of the company is Noel V. Lateef.

Part of SAS Rue la Boétie, Pioneer Institutional Asset Management, Inc. is a private company that provides asset management services. The company is based in Boston, MA. Lisa Marinello Jones has been the CEO of the company since 2014.

Danis Transportation Co., Inc. provides transportation services. The private company is based in South Rockwood, MI.

Part of Truist Financial Corp., Suntrust Robinson Humphrey Capital Markets is a security brokerage services company. The private company is based in Nashville, TN.

England Capital Partners LLC (England Capital Partners) is a private equity and venture capital firm subsidiary of England & Co. founded in 2007 by Craig W. England. The firm is is headquartered in Chevy Chase, Maryland.

Part of The Bank of New York Mellon Corp., BNY Mellon Investment Management LLC is one of the largest asset managers in the world, with $2.20 trillion in assets under management as of March 31, 2021. The private company is based in Boston, MA. The company offers solutions across every major asset class, backed by the strength, stability, and presence of BNY Mellon. The CEO of the company is Hanneke Smits.

Amundi Distributor US, Inc. is based in Boston, MA. Part of SAS Rue la Boétie, Amundi Distributor US, Inc. is a company that provides security brokerage services. Lisa Marinello Jones has been the CEO of the company since 2014.

Part of myProteus Ltd., Sharktower AI Ltd. is a British company that provides intelligent software designed specifically to deliver complex change and transformation projects. The private company is based in Edinburgh, UK. Sharktower exists to remove waste and support enterprise agility, enabling businesses to make the most of change investment and outcomes. The company's resource allocation feature allows for the quick creation and mobilization of project teams based on individual skills, working patterns, and capacity. Sharktower's software provides oversight of the entire project portfolio, from plans to individual tasks, giving clarity and consistency to deliver better business outcomes. The company was founded in 2020 by Craig Cameron MacKay and Lynsey Susan Taylor, with Craig Cameron MacKay serving as CEO since then. Sharktower AI was acquired by myProteus Ltd. on February 20, 2022 for $13.58 million.

Pioneer Core Trust I operates as open-end management Investment Company. The company is founded on October 14, 2020 and is headquartered in Boston, MA.

Part of SAS Rue la Boétie, Amundi US, Inc. provides asset management services. The private company is based in Boston, MA. Lisa Marinello Jones has been the CEO of the company since 2014.