Jim Polk

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.

Putnam Investment Management LLC (PIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. Founded in 1971, the firm is a wholly-owned subsidiary of Putnam US Holdings I LLC and became an indirect, wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN) in 2024. PIM provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds.

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).