| MFS Massachusetts Investors Growth Stock Fund Class R6 Mutual Fund | Other securities | — | — | $2.6M | 21.5% |
| Federated Treasury Obligations Fund Institutional Shares Mutual Fund | Other securities | — | — | $1.9M | 15.5% |
| Schwab S&P 500 Index Fund Mutual Fund | Other securities | — | — | $1.5M | 12.1% |
| Vanguard Target Retirement 2025 Fund Investor Shares Mutual Fund | Other securities | — | — | $980K | 8.1% |
| JPMorgan Equity Income Fund Class R6 Mutual Fund | Other securities | — | — | $932K | 7.7% |
| American Funds Balanced R6 Mutual Fund | Other securities | — | — | $866K | 7.2% |
| American New Perspective Fund Class R6 Mutual Fund | Other securities | — | — | $473K | 3.9% |
| Fidelity International Index Fund Mutual Fund | Other securities | — | — | $395K | 3.3% |
| Vanguard Target Retirement 2035 Fund Investor Shares Mutual Fund | Other securities | — | — | $359K | 3.0% |
| Baird Mid Cap Fund Institutional Class Mutual Fund | Other securities | — | — | $264K | 2.2% |
| Vanguard Small-Cap Index Fund Admiral Shares Mutual Fund | Other securities | — | — | $260K | 2.2% |
| Maturity: 2025 - 2029 -0- | Other securities | — | — | $245K | 2.0% |
| Empower Multi-Sector Bond Fund Institutional Class Mutual Fund | Other securities | — | — | $168K | 1.4% |
| Vanguard Target Retirement 2045 Fund Investor Shares Mutual Fund | Other securities | — | — | $154K | 1.3% |
| John Hancock Bond Fund Class R6 Mutual Fund | Other securities | — | — | $123K | 1.0% |
| Principal Real Estate Securities Fund Class R6 Mutual Fund | Other securities | — | — | $122K | 1.0% |
| Vanguard Target Retirement 2030 Fund Investor Shares Mutual Fund | Other securities | — | — | $121K | 1.0% |
| Vanguard Target Retirement 2040 Fund Investor Shares Mutual Fund | Other securities | — | — | $113K | 0.9% |
| Virus Ceredex Mid-Cap Value Equity Fund Class R6 Mutual Fund | Other securities | — | — | $102K | 0.8% |
| Vanguard Inflation-Protected Securities Fund Admiral Class Mutual Fund | Other securities | — | — | $76K | 0.6% |
| Vanguard Target Retirement 2060 Fund Investor Shares Mutual Fund | Other securities | — | — | $65K | 0.5% |
| Vanguard Mid Cap Index Fund Admiral Shares Mutual Fund | Other securities | — | — | $64K | 0.5% |
| Federated Hermes Kaufmann Small Cap Fund Class R6 Mutual Fund | Other securities | — | — | $64K | 0.5% |
| Invesco Developing Markets Fund Mutual Fund | Other securities | — | — | $51K | 0.4% |
| Vanguard Target Retirement 2050 Fund Investor Shares Mutual Fund | Other securities | — | — | $48K | 0.4% |
| Vanguard Target Retirement 2055 Fund Investor Shares Mutual Fund | Other securities | — | — | $38K | 0.3% |
| Vanguard Target Retirement Income Fund Investor Shares Mutual Fund | Other securities | — | — | $27K | 0.2% |
| Franklin Small Cap Value Fund Class R6 Mutual Fund | Other securities | — | — | $22K | 0.2% |
| Vanguard Target Retirement 2065 Fund Investor Shares Mutual Fund | Other securities | — | — | $15K | 0.1% |
