Tom S. Karlson

Dimensional Investment Group, Inc. provides fund management services. It offers investment advisory services to the portfolio. The company is headquartered in Austin, TX

Heartland Advisors, Inc. is a mutual fund manager and SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm's predecessor was founded in 1983 as an investment advisory subsidiary of a regional brokerage firm, The Milwaukee Co., owned in part by William J. Nasgovitz. In 1984, Mr. Nasgovitz purchased a majority interest in the investment advisory subsidiary from his partners and started managing Heartland's first mutual fund, the Heartland Value Fund. In 1988, Mr. Nasgovitz and his partners sold The Milwaukee Co. to Dain Bosworth. In the same transaction, Mr. Nasgovitz acquired the remaining shares of the investment advisory subsidiary and changed its name to Heartland Advisors, Inc. In 2000, the firm was reorganized into a wholly owned subsidiary of Heartland Holdings, Inc., but it remains a 100% employee-owned independent firm. Heartland Advisors provides investment advice to individual and institutional clients.

Heller Financial, Inc. provided mercantile financing. It was acquired by GE Capital Corp. The company was located in Chicago, IL

Mesirow Financial Investment Management, Inc. (MFIM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was established in 1986 and their sole shareholder is Mesirow Financial Services, Inc., which is wholly-owned by Mesirow Financial Holdings, Inc., a Chicago-based financial services firm that was founded in 1937. MFIM provides advisory services to individuals, corporations or other businesses, pension and profit-sharing plans, non-qualified plans, state or municipal government entities, and charitable organizations.

JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as the result of Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients.

Mason Street Advisors LLC (MSA) is a SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded in 2001 and is a wholly owned subsidiary of the Northwestern Mutual Life Insurance Co. MSA provides professional portfolio management services for institutional investors by providing continuous investment advice and management based upon the individual needs and objectives of each client.

Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors.

Waddell & Reed LLC operates as an asset management and financial planning company. It serves the financial needs of families, individuals and businesses. The company was founded by Chauncey Waddell and Cameron Reed in 1937 and is headquartered in Overland Park, KS.

Harvard Management Co., Inc. (HMC) is the investment arm of President & Fellows of Harvard College, which is owned by Harvard University, a private Ivy League research university in Cambridge, Massachusetts. The firm was founded in 1974 and is headquartered in Boston, Massachusetts. HMC manages Harvard’s endowment, a dedicated and permanent source of funding that maintains the teaching and research mission of the University. HMC invests these funds as a single entity, the revenue from which contributes more than one-third of the University's annual operating budget.

Morgan Dempsey Capital Management LLC (Morgan Dempsey) is a SEC-registered investment advisor headquartered in Menomonee Falls, Wisconsin. The firm was founded by R. Thomas Dempsey in 1994 and is wholly-owned by MDCM Holdings LLC, which is majority owned by MDCM Legacy LLC. Morgan Dempsey manages assets for institutions, individual investors, and Registered Investment Advisors.

Aetos Technologies, Inc. is a technology development company. The firm offers funding and management services to commercialize and market technologies developed at research institutions. The company services include evaluation, product, process development, business management, and financing. Aetos Technologies was founded in 2003 and is headquartered in Auburn, AL.

Bowmar LLC provides electromechanical and electronic systems. Its products include human machine interface solutions, custom, precision gear products, line replaceable units, and subsystems. The company was founded by Ed White in 1951 and is headquartered in Fort Wayne, IN.

Dana Investment Advisors, Inc. (Dana) is an independent, SEC-registered investment advisor headquartered in Waukesha, Wisconsin. The firm was founded by Michael Dana in 1980. Dana provides investment supervisory services to qualified pension and profit-sharing plans, Taft Hartley plans, unions, financial institutions such as banks and credit unions, insurance companies, public sector entities such as cities and counties, health care facilities, corporations, charitable foundations and other charitable organizations, and certain high net -worth individuals. They also act as an investment manager for multiple wrap fee programs that are sponsored by third party institutions. Dana is a socially responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI).

Arcataur Capital Management LLC (Arcataur) is an independent, SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded in 2003 and is wholly-owned by Ignatius L. Smetek. Arcataur provides portfolio management services to individuals, trusts, corporations and other commercial entities, pension and profit-sharing plans, Taft-Hartley plans, charitable institutions, religious organizations, foundations, endowments, and municipalities.

Dimensional Fund Advisors Ltd. (DFAL) is a mutual fund management firm headquartered in London, UK. The firm was founded in 1990 and is a subsidiary of Dimensional Fund Advisors LP (DFA), ultimately held by Dimensional Holdings, Inc. in the US. DFAL provides sub-advisory services to DFA, a registered investment advisor, primarily in connection with DFA’s management of the US Dimensional Funds, and also certain institutional separate accounts.

IBM Microelectronics, Inc. develops and markets customized semiconductor products and services. The company also develops, manufactures and test leading-edge semiconductor packaging technologies to develop future semiconductor products and processes. IBM Microelectronics was founded in 1964 and is headquartered in White Plains, NY.

American Bar Association provides legal services. It provides law school accreditation, continuing legal education, legal information and other services to assist legal professionals. The firm has members which include judges, court administrators, law professors, and non-practicing attorneys. The company was founded on August 21, 1878 and is headquartered in Chicago, IL.

National Rural Telecommunications Cooperative engages in the provision of telecommunications and information technology services. It offers broadband, smart grid, mobile voice and data, and video solutions. The company was founded in 1986 and is headquartered in Herndon, VA.

The Appleton Group LLC (Appleton Group) is a SEC-registered investment advisor headquartered in Appleton, Wisconsin. The firm was founded by Mark Scheffler in 2002 and was acquired by Johnson Financial Group, Inc. in 2023. Appleton Group provides professional, full-time investment advisory and fiduciary services for a wide variety of clients, who includes private clients, employer sponsored plans and non-profit endowments.

The District of Columbia Bar provides legal services. The private company is based in Washington.

State Bar of Wisconsin operates as a bar association. The private company is based in Madison, WI and has subsidiaries in United States.

Robert W. Baird & Co., Inc. operates as a wealth management, capital markets, private equity and asset management firm. It offers equity research, corporate restructuring, mergers and acquisitions, public financing and fixed income services. The firm serves individual, corporate, institutional and municipal clients. The company was founded by Robert Wilson Baird in 1919 and is headquartered in Milwaukee, WI.

Intel Americas, Inc. engages in the manufacture of semiconductors. The company is headquartered in Santa Clara, CA.

La Crosse Forage & Turf Seed LLC produces forage, turf, pasture seeds, and related specialties for agriculture, turf, and landscaping applications in North America. It offers agricultural products, such as alfalfa, red clovers, white clovers, trefoils, high sugar ryegrasses and pasture mixtures, bromegrass, tall fescue, orchardgrass, reed canary grass, timothy, teff summer lovegrass, forage mixes, sorghums and sudangrasses, specialty forages, and sweet corns. The firm also provides cover crops, including winter wheat; wheat stubble; wheat, silage, or short-season corn; standing corn or stubble; and corn or soybeans. The company was founded in 1947 and is headquartered in La Crosse, WI.

Capital First Trust Co, Inc. provides financial services. The company is based in Milwaukee, WI. The company was founded in 1999. David Eichenbaum has been the CEO of the company since 2021.

Semiconductor Industry Association operates association for the semiconductor industry. The company was founded in 1977 by Wilfred Corrigan, Robert Norton Noyce, Jerry Sanders, Charles Sporck and John Welty and is headquartered in John Welty, DC.

Von Braun Center for Science & Innovation, Inc. provides research and development services. It serves the United States Army, NASA and aerospace industry. The company was founded in 2006 and is headquartered in Huntsville, Alabama.

MagCanica, Inc. designs, develops, and manufactures wireless torque sensors and rate-of-change-of-torque (ROC) sensors for applications such as automotive racing powertrains, and turboshaft engines and associated rotorcraft transmissions.The company was founded by William H. Altieri, Sami Bitar, and Ivan J. Garshelis in 2000 and is headquartered in San Diego, CA.

Part of Genus Plc, Genus Investments Ltd. functions as an investment holding British company. The company is based in Basingstoke, UK. It was founded in 1986.