Firm Description and History RhumbLine Advisers Limited Partnership (“RhumbLine” or the “Adviser”) is a Massachusetts limited partnership with its principal office in Boston, Massachusetts. RhumbLine has been registered with the Securities and Exchange Commission (“SEC”) as an investment adviser since 1990. RhumbLine’s sole General Partner is a Massachusetts corporation owned by Denise D’Entremont, Chief Executive Officer. Ms. D’Entremont owns the majority of the firm directly as a Limited Partner and indirectly through the General Partner. For more information about our management team please consult the Brochure Supplement. Advisory Business RhumbLine provides its portfolio management services to pension plans, profit sharing plans, pooled funds, mutual funds, endowments, foundations, charitable organizations, corporations, labor unions and other business entities. RhumbLine manages accounts on a discretionary basis only. Each Client has the opportunity to place reasonable restrictions on the types of investments to be held in its separate account portfolio or to customize the portfolio’s goals and objectives. Each portfolio is designed to track the performance and risk of a particular index or an index blend. For every account, RhumbLine continually monitors the index specific to that account and will execute trades in the Client’s account(s) to reflect changes to index constituents. While RhumbLine seeks to track the target index’s performance to the extent reasonably possible, there will typically be some variation between the performance of a Client’s account and the index it is designed to track due to a number of factors, most notably: advisory fees, trading expenses and other costs, Client-imposed trading restrictions, Client contributions to and withdrawals from accounts, timing of trades, timing of cash flows resulting from corporate actions affecting portfolio companies, and the effect of conforming the portfolio to changes in the index constituents. Tailored Advisory Services RhumbLine provides passive (i.e., index-based) portfolio management services to institutional investors. Advisory services are tailored to the individual needs of the Client. RhumbLine Advisers provides customized discretionary management services utilizing an indexed approach to investing. It manages both pre-defined and “model” as well as customized index strategies that differ by risk and potential return characteristics. RhumbLine may employ multiple index strategies to provide the desired diversification and risk characteristics. Investment Strategy and Objective Client portfolios are generally designed to track the holdings and allocations of various published indices, as well as blended and customized indices. Generally, the majority of RhumbLine’s managed accounts are invested in strategies whose objectives are linked to U.S. and international equity indices and domestic fixed income indices. RhumbLine’s

managed strategies may include the following: Market Segment Examples LARGE-CAP INDEX S&P 500, Russell 1000, Russell Top 200 MID-CAP INDEX S&P 400, Russell Mid-Cap, Russell Mid-Cap Growth SMALL-CAP INDEX S&P 600, Russell 2000, Russell Small-Cap Completeness BROAD MARKET INDEX S&P 1500, Wilshire 5000, Russell 3000 INTERNATIONAL INDEX MSCI EAFE, MSCI Emerging Markets, MSCI ACWI-ex U.S., Dow Jones Brookfield Global Infrastructure ALTERNATIVE INDEX STRATEGIES Russell RAFI, RhumbLine Multi-Factor, EDHEC U.S. Scientific Beta, Russell 1000 H.E.D.I., Equal-Weighted FIXED INCOME INDEX Core Bond-U.S. Aggregate, U.S. TIPS, U.S. 5-7 Yr. Treasury REAL ESTATE INDEX FTSE NAREIT U.S. All Equity RhumbLine also manages portfolios with certain specialized strategies, and may, at its discretion, agree to customize a portfolio to accommodate specific Client needs and restrictions. Among the available specialized strategies are Tax-Efficient, Tobacco-Free, Sudan-Free, Socially Responsible, Fossil Fuel-Free, etc. These strategies are available as separately managed accounts. For qualified ERISA and other retirement plans with generally at least $5 million in assets, many of these strategies are available through investment in a pooled investment fund, and certain strategies are offered in pooled funds for other types of institutional investors. Such pooled funds carry certain benefits and risks, which are described in separate disclosure documents. While index-based investment strategies tend to minimize the potential for conflicts of interest, such conflicts are resolved in the Client’s best interest whenever possible (e.g., if the sponsor of an employee benefit plan is a company whose securities are part of an index). RhumbLine may assist Clients with developing investment objectives and an asset allocation strategy, and by providing portfolio structure analysis and asset rebalancing. RhumbLine does not direct Client investments to products or services offered by specific broker-dealers, insurance companies, or other third-party financial services companies. Portfolio investments consist primarily of publicly-traded equity securities and government and corporate fixed income securities, held either directly in a separately managed account or through a pooled investment vehicle. RhumbLine may purchase or sell Exchange-Traded Funds or cash-settled index futures, consistent with a Client’s investment strategy and guidelines. As part of its investment program, it may also execute foreign currency transactions on a spot or forward basis for certain Clients investing in foreign securities. Clients should be aware of investment and other risks, restrictions on withdrawals and other information relevant to their investment. Assets Under Management As of December 31, 2023, RhumbLine Advisers had $107.6 billion in discretionary assets under management (AUM).