| Relationships | Role | Relationship Start | Relationship End |
| Citistreet Llc | Parent | 9/1/2005 | 9/16/2005 |
| Citistreet Retirement Services Llc | Parent | 3/1/2000 | 8/31/2005 |
| Copeland Companies (Holding Company), The | Parent | 10/8/1998 | 2/29/2000 |
| Relationships | Role | Relationship Start | Relationship End |
| Citistreet Llc | Parent | 9/1/2005 | 9/16/2005 |
| Citistreet Retirement Services Llc | Parent | 3/1/2000 | 8/31/2005 |
| Copeland Companies (Holding Company), The | Parent | 10/8/1998 | 2/29/2000 |