E. Matthew Brown

Macquarie Investment Management Business Trust (MIMBT) is a SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 1988 and formerly known as Delaware Management Business Trust. They are a subsidiary of Delaware Investment Management Co. LLC, ultimately held by Macquarie Group Ltd. (ASX: MQG) in Australia. MIMBT advises a variety of institutional clients. The firm also provides investment services to certain affiliates and acts as a sub-advisor to unaffiliated sponsors and investment products.

Ohio Casualty Corp. operates as a holding company which offers insurance products. The company was founded in 1919 and is headquartered in Fairfield, OH.

Fifth Third Bank engages in the provision of banking services. It offers personal, business, and commercial banking services. The company was founded on June 17, 1858 and is headquartered in Columbus, OH.

American Century Investment Management, Inc. (ACIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Kansas City, Missouri. The firm was founded by James E. Stowers, Jr. in 1958 and is a wholly-owned subsidiary of American Century Cos., Inc. ACIM provides portfolio management services to financial advisors, individual investors and institutional clients.

Private Asset Management, Inc. (PAM) is a SEC-registered investment advisor headquartered in San Diego, California. The firm was founded by Stephen J. Cohen in 1993. In 2023, they were acquired by Mercer Global Advisors, Inc., which is ultimately owned by Mercer Advisors, Inc. PAM provides investment supervisory management services to individuals, high net worth individuals, trusts, corporate pension and profit-sharing plans, charitable institutions, foundations, and endowments.

BlackRock Advisors LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm was founded in 1994 and is a subsidiary of BlackRock Capital Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BlackRock Advisors manages assets for US-registered investment companies and 529 Plans.

Citigroup Financial Products, Inc. provides financial and asset management services. The company was founded on May 2, 1997 and is headquartered in New York, NY.

Wilmington Funds Management Corp. (WFMC) is a SEC-registered investment advisor headquartered in Wilmington, Delaware. The firm was founded in 1981 as Rodney Square Management Corp. They are a subsidiary of M&T Bank Corp. (NYSE: MTB). WFMC provides investment advisory services directly to certain affiliated investment companies which are part of the Wilmington Funds.

BLB&B Advisors LLC (BLBB) is a registered investment advisory firm headquartered in Montgomeryville, Pennsylvania. The firm was founded by Frank Burke in 1964 and is a subsidiary of BLB&B Holdings LLC. BLBB provides fiduciary advice, planning, and investment management services to individuals and families, endowments, and business owners.

Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA.

Federal Home Loan Bank of Pittsburgh engages in the provision of financial products and services. Its products include credit, mortgage, and banking products. The firm also offers advances and letters of credit, and various bank services like depository; electronic funds transfer; safekeeping; and settlement. Its community products include community lending program, banking on business, and blueprint communities. The company was founded in 1932 and is headquartered in Pittsburgh, PA.

PRIMESolutions Advisors LLC (PSA) is an independent, SEC-registered fee-based consulting and investment advisory firm headquartered in Pittsburgh, Pennsylvania. The firm was founded by Jamie Linkowski and Monica Garver in 2000. PSA provides unbiased fiduciary and investment advice to company-sponsored retirement plans and individuals.

AAA Club Alliance Inc. is a non-profit corporation that provides automotive, travel, and insurance services to over seven million members across the United States and Washington D.C. AAA Club Alliance Inc. is based in Philadelphia, and Thomas C. Wiedemannas has been the CEO of the private company since 2018. The American company has been committed to outstanding road service for more than 100 years and advocates for the safety and mobility of its members. With the AAA mobile app, members can map a route, find local gas prices, discover discounts, book a hotel, and track their roadside assistance service.

William M. Mercer, Inc. provides investment management and insurance brokerage services. The private company is based in Seattle, WA.

The Cincinnati USA Regional Chamber of Commerce operates as a chamber of commerce association. The private company is based in Cincinnati, OH and has subsidiaries in the United States. Jill P. Meyer has been the CEO of the company since 2015.

Confluence Technologies, Inc. provides investment data management automation solutions. Its services include implementation, training, consulting, custom development, business support, technical support, performance reporting outsourcing service (PROS), price distribution and index reporting. The company was founded by Mark S. Evans in 1991 and is headquartered in Pittsburgh, PA.

Pittsburgh Opera, Inc. provides social advocacy services. The company was founded in 1939 and is headquartered in Pittsburgh, PA.