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Sub-Advisors

Charles Schwab Trust Bank works with these industry-recognized sub-advisors to deliver institutional value to plan sponsors and participants. Below is a list of the firms and the Trusts they provide sub-advisory services for:

AllianceBernstein
American Funds American Funds
Baird Advisors
BlackRock BlackRock
 Voya Investment Management Brown Advisory
Dimensional Fund Advisors Dimensional Fund Advisors (DFA)
Dodge & Cox Dodge & Cox
Franklin Templeton Investments Franklin Templeton Investments
 Loomis, Sayles, & Company Loomis, Sayles & Company  
Macquarie Investment Management
Mellon Capital Mellon Investments Corporation
 State Street Global Advisors State Street Global Advisors
TCW MetWest TCW MetWest
Vanguard The Vanguard Group
Wellington Wellington Management
William Blair William Blair