John N. Desmond

Harris Associates LP (Harris) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1976 and is a direct subsidiary of Natixis Investment Managers LLC, which is ultimately owned by BCPE’s Natixis SA (Natixis) (PAR: KN), a French investment banking and financial services firm. Harris primarily provides discretionary investment advisory services to individuals and institutions, including registered investment companies. The firm also provides investment advisory services to wrap programs, mutual funds, private investment partnerships and other pooled investment vehicles.

Nuveen Investments, Inc. provides investment management and related services to retail and institutional investors. It offers investment management capabilities across a diversified set of asset classes and investment strategies through its investment management affiliates, including municipal bond, investment grade, global and high-yield bond, floating-rate bank loan, preferred securities, growth equity, value equity, global and international equity, equity income, core equity, equity index, quantitative and enhanced equity, asset allocation, balanced strategies, real asset and commodity. The company was founded by John Nuveen in 1898 and is headquartered in Chicago, IL.

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

Putnam Investments LLC operates as an investment advisory company. The company was founded on May 14, 2009 and is headquartered in Boston, MA.

Part of The PNC Financial Services Group, Inc., First Data Investor Services Group is an American company that provides processing services, mutual funds, and retirement plans. The company is based in NJ. First Data Investor Services Group was acquired by PNC Bank Corp. from First Data Corp. on December 02, 1999 for $1,100 million.

Part of Fiserv, Inc., 440 Financial Group of Worcester, Inc. administers bank mutual funds. The company is based in Worcester, MA. 440 Financial Group of Worcester was acquired by First Data Corp., part of Fiserv, Inc. from July 29, 2019 on November 03, 1994.