| 2020 | American Century Equity Growth Fund | M |
| 2020 | American Century Growth Fund | M |
| 2020 | American Century One Choice 2040 Fund | K |
| 2020 | American Century Select Fund | O |
| 2020 | BlackRock LifePath Index 2035 | M |
| 2020 | BlackRock Liquidity Fund | J |
| 2020 | Chase Bank Account | L |
| 2020 | Fidelity 500 Index Fund | |
| 2020 | Fidelity 500 Index Fund | L |
| 2020 | Fidelity Balanced Fund | N |
| 2020 | Fidelity Cash Reserves | K |
| 2020 | Fidelity Focused Stock Fund | K |
| 2020 | Fidelity Select Software & Computer Services Portfolio | M |
| 2020 | SC Deferred Comp AllianceBern Small Cap Growth Fund | J |
| 2020 | SC Deferred Comp SSgA Target Retirement 2040 NL Fund K | L |
| 2020 | SC Deferred Comp T. Rowe Price Growth Fund | J |
| 2020 | Vanguard Target Retirement 2040 Fund | L |
| 2019 | American Century Equity Growth Fund | M |
| 2019 | American Century Growth Fund | M |
| 2019 | American Century One Choice 2040 Fund | K |
| 2019 | American Century Select Fund | O |
| 2019 | Amerrican Century Heritage Fund | |
| 2019 | Amerrican Century Heritage Fund | |
| 2019 | Amerrican Century Heritage Fund | |
| 2019 | BlackRock LifePath Index 2035 | M |
| 2019 | BlackRock Liquidity Fund | J |
| 2019 | Chase Bank Account | L |
| 2019 | Fidelity 500 Index Fund | K |
| 2019 | Fidelity Balanced Fund | M |
| 2019 | Fidelity Cash Reserves | K |