| Relationships | Role | Relationship Start | Relationship End |
| Citistreet Retirement Services Llc | Parent | 3/1/2000 | 9/1/2005 |
| Copeland Companies (Holding Company), The | Parent | 2/29/2000 | 2/29/2000 |
| Acquisitions & Mergers | Role | Assets | Acct Method | Type | Transaction Date |
| Copeland Financial Services, Inc. | Seller | Discontinued | 2/29/2000 |