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© 2022 SEI 1 James Lockwood Asset Liability Analyst - Advisory Team, Institutional Group (610) 676-4209 SEI Investments Management Corporation 1 Freedom Valley Drive, Oaks, Pennsylvania 19456, 1-800-DIAL-SEI www.seic.com This Brochure Supplement provides information about James Lockwood that supplements the SEI Investments Management Corporation ("SIMC") brochure. You should have received a copy of that Brochure. Please contact 1-800-DIAL-SEI if you did not receive SIMC's Brochure or if you have any questions about the contents of this supplement. Education Background and Business Experience: Year of Birth: 1992 Professional designations held: NA Formal education after high school: James Lockwood earned a Bachelor of Science in Finance from Rutgers University. Business Background: Mr. Lockwood works in the Oaks office. James Lockwood serves as Asset/Liability Analyst for the Institutional Group where he is responsible for providing ongoing advice regarding investment strategy, asset allocation and funding policy to defined benefit plan sponsors. Disciplinary Information: SIMC is required to disclose any material facts regarding any legal or disciplinary events that would materially impact a client's evaluation of James Lockwood. No events have occurred that are applicable to this item. Other Business Activities: SIMC is required to disclose any outside business activity or occupation for compensation that could potentially create a conflict of interest with clients. James Lockwood is not actively engaged in any such activities. Additional Compensation: Members of the Institutional Group receive a salary and regular incentive compensation (which may include stock options), they may also receive event compensation based on SIMC's receipt of new assets through client referrals. Supervision: The Institutional Group's Client Portfolio Management Team and Advisory Team work collaboratively to develop investment strategies for their clients. Alfred Pierce, Director of The Advisory Team, supervises the Institutional Group's Advisory Team. Mr. Pierce monitors the advice provided to clients through regular internal meetings with team members. The telephone number for Mr. Pierce is (610) 676-1541. June 30, 2022 Institutional Group.