| 2020 | 403b USAA Mutual Fund, Catholic Diocese of Arlington, Virginia | J |
| 2020 | Employees Retirement System of Texas, Judge (Plan II) Fixed Annuity | L |
| 2020 | Fidelity Diversified International Fund | J |
| 2020 | Fidelity Dividend Growth Fund | K |
| 2020 | Fidelity Growth Company Fund | M |
| 2020 | Fidelity Low Priced Stock Fund | L |
| 2020 | Fidelity U.S. Bond Index Investor Class Fund | J |
| 2020 | T. Rowe Price Retirement 2040 Rollover IRA Fund | K |
| 2020 | Teacher Retirement System of Texas Fixed Annuity | K |
| 2020 | Texas County and District Attorney Retirement Systemn Fixed Annuity | J |
| 2020 | USAA Money Market Fund | J |
| 2020 | USAA Money Market Fund | J |
| 2020 | USAA Money Market Fund | J |
| 2020 | USAA Money Market Fund | J |
| 2020 | USAA Savings Account | K |
| 2020 | USAA Short Term Bond Fund | J |
| 2020 | USAA Short Term Bond Fund | J |
| 2020 | USAA Short Term Bond Fund | J |
| 2020 | USAA Short Term Bond Fund | J |
| 2020 | USAA checking account | J |
| 2019 | 403b USAA Mutual Fund, Catholic Dioceses of Arlington, Virginia | J |
| 2019 | Employees Retirement System of Texas, Judge (Plan II) Fixed Annuity | L |
| 2019 | Fidelity Diversified International Fund | J |
| 2019 | Fidelity Dividend Growth Fund | K |
| 2019 | Fidelity Growth Company Fund | L |
| 2019 | Fidelity Low Priced Stock Fund | L |
| 2019 | Fidelity U.S. Bond Index Investor Class Fund | J |
| 2019 | T. Rowe Price Retirement 2040 Rollover IRA Fund | J |
| 2019 | Teacher Retirement System of Texas Fixed Annuity | K |
| 2019 | Texas County and District Attorney Retirement Systemn Fixed Annuity | J |