Michael Abramo

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.

Eaton Vance Management (EVM) is a SEC-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 offers advisory services in a variety of equity, income, mixed-asset and alternative strategies to institutional clients, mutual funds, other pooled investment vehicles, and retail separately managed accounts.

The Vanguard Group, Inc. (VGI) is an independent, SEC-registered investment advisor and mutual fund manager headquartered in Malvern, Pennsylvania. The firm was founded in 1975 by John Bogle. In 1976, they introduced the first indexed mutual fund, the First Index Investment Trust (now known as the Vanguard 500 Index Fund), to individual investors. VGI provides investment advisory services to Vanguard family of funds and Vanguard's non-US clients, which are comprised of funds established as trusts under the laws of the Province of Ontario in Canada and separate account clients of Vanguard's international subsidiaries.

Homestead Advisers Corp. is a SEC-registered investment adviser headquartered in Arlington, Virginia. It was founded in 1990 as RE Advisers Corp. and became Homestead Advisers Corp. in 2022. The firm is a direct, wholly-owned subsidiary of Homestead Financial Services Corp. (formerly RE Investment Corp.), which is a direct, wholly-owned subsidiary of NRECA United, Inc., a holding company of the National Rural Electric Cooperative Association (NRECA). Homestead Advisers provides investment supervisory services to investment companies, employee benefit plans, pension and profit-sharing plans, corporations and other business entities. They also provide retirement planning services to individuals that participate in NRECA’s sponsored 401(k) Pension Plan or Retirement Security Plan.

D.E. Shaw & Co., Inc. engages in the provision of investment advisory services. The firm offers services to pooled investment vehicles. The company was founded by David E. Shaw in 1988 and was headquartered in New York, NY.

American Century Investments Services, Inc. provides investment and money management services. The company was founded by James E. Stowers in 1958 and is headquartered in Kansas City, MO.

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 National Rural Electric Cooperative Association, Homestead Financial Services Corp. provides investment and financial services. The company is based in Arlington, VA.

Boston Management & Research (BMR) is an investment management firm headquartered in Boston, Massachusetts. The firm is a subsidiary of Eaton Vance Management, ultimately held by Morgan Stanley (NYSE: MS). BMR was founded in 1924 and provides investment advisory services only to registered investment companies and private funds.

Pomona College offers curriculum in the arts, humanities, social sciences and natural sciences. It was founded in 1887 and it is headquartered in Claremont, CA

Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY.

Smithsonian Institution operates museums and art galleries. It organizes exhibitions on art, music, television and film, science, and history. The firm also preserves and maintains cultural centers, national zoo, and research facilities. The company was founded on August 10, 1846 by James K. Polk and is headquartered in Washington, DC.

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

Central Hockey League operates a professional minor league hockey teams playing in small to medium-sized markets primarily in central and southwestern US states. The league, which was started in 1992, is managed and operated by WPHL, a subsidiary of Global Entertainment Corporation.

Calvert Research & Management (Calvert) is a SEC-registered investment advisor headquartered in Washington, DC. The firm was founded in 2016 as a wholly owned subsidiary of Eaton Vance Management. Previously, Calvert was an indirect wholly owned subsidiary of Eaton Vance Corp. (NYSE: EV). In 2021 Morgan Stanley (NYSE: MS) acquired Eaton Vance Corp. and its subsidiaries. Calvert provides investment advisory services to registered investment companies, institutional investors, and Wrap Programs.

Oxfam America, Inc. is an international relief and development organization that provides different solutions to poor, hunger and injustice. It also offers advocacy, public education, and emergency assistance programs. The company was founded in 1970 and is headquartered in Boston, MA.

Winrock International Institute For Agricultural Development offers programs and services needed to rebuild lives and livelihoods. Its programs focus on community and enterprise development with integrated technical support in agriculture, energy, natural resource management, empowerment and leadership. The company was founded in 1985 and is headquartered in Little Rock, AR.

Homestead Funds Trust is an open-end management investment company. The company was founded on February 15, 2019 and is headquartered in Arlington, VA.

Fair Trade USA provides farmers and workers producing fair trade certified goods services. It educates consumers, brings new manufacturers and retailers into the fair trade system, and provides farmers with tools, training and resources to thrive as international businesspeople. The company was founded in 1940 and headquartered in Oakland, CA.

Rockefeller & Co. LLC, do-business-as Rockefeller Asset Management (RAM), is a SEC-registered investment advisor headquartered in New York City. The firm is a direct subsidiary of RFS OPCO LLC, which is owned by Rockefeller Capital Management LP. RAM provides investment advisory services to institutional clients, intermediaries and high net-worth individuals and families.