Managers of U.S. Assets for Canadian Plan Sponsors February 2008

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Benefits and Pensions Monitor makes no representations or warranties as to the availability, accuracy or completeness of any information contained herein and expressly disclaims any obligation to update said information. Benefits and Pensions Monitor further assumes no liability or responsibility for any errors or omissions in the content of this report.

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MARVIN & PALMER ASSOCIATES, INC. Adam Taylor, Client Service & Marketing - Principal; 1201 North Market St., Ste. 2300, Wilmington, DE 19801 PH: 302-573-8912 Fax: 302-573-6772 Web: www.marvinandpalmer.com Managed US Since: 1986 Other Assets Managed: Global, EAFE, Emerging Markets

MCLEAN BUDDEN LIMITED Alan Daxner, Executive Vice-president; 145 King St. W., Ste. 2525, Toronto, ON M5H 1J8 PH: 416-862-9800 Fax: 416-862-0167 Web: www.mcleanbudden.com Canadian Clients: 233 With US Assets: 152 US Equities - Core: $2,447.6M US Assets Managed: $2,447.6M Pension Assets Managed: $28,327M Managed US Since: 1956 Other Assets Managed: Canadian Equity, Global Equity, EAFE Equity, Canadian Fixed Income, International Fixed Income

MFC GLOBAL INVESTMENT MANAGEMENT Stuart Graham, Vice-president & Managing Director;
NT6–200 Bloor St. E., Toronto, ON M4W 1E5 PH: 416-926-5977 Fax: 416-926-5700 Web: www.mfcglobal.com Canadian Clients: 16 With US Assets: 3 US Equities - Large Cap Value: $69M Mid Cap Value: $500,000 Core: $12.1M Passive: $89.6M US Assets Managed: $171.2M Pension Assets Managed: $38,995.5 Passive/Index Products Used: S&P 500 Index, SP/TSX Comp Index, DEX Universe Index Managed US Since: Early 1990s Other Assets Managed: Canadian Equity, Fixed Income, Agriculture, Oil & Gas, Timber, Real Estate

MFS INVESTMENT MANAGEMENT Sarah Donahue, Sales and Consultant Relations, Canada; 500 Boylston St., Boston, MA 02176 PH: 617-954-7496 Web: www.mfs.com Canadian Clients: 5 With US Assets: 3 US Equities – Large Cap Value: $43.7M Other Assets: Global Equity (ex Canada): $345.8M US Assets Managed: $389.5M Pension Assets Managed: $28,222.1M Other Assets Managed: EAFE, EAFE Growth, EAFE Value, Emerging Markets Equity, Emerging Markets Debt

MONTRUSCO BOLTON INVESTMENTS INC. Richard Guay, Senior Vice-president; 1250 Rene-Levesque Blvd. W., Ste. 4600, Montreal, QC H3B 5J5 PH: 514-842-6464 Web: www.montruscobolton.com Canadian Clients: 70 With US Assets: 1* US Equities – Large Cap Growth: $126M US Assets Managed: $126M Pension Assets Managed: $2,650.5M Managed US Since: 1985 Other Assets Managed: EAFE, Global, Canadian Small Cap, Canadian Large Cap, Canadian All Cap, Income Trust, Fixed Income, Hedge Fund *1 client specifically in the US Fund, most of the managed US assets are in the Balanced Fund

MORGAN STANLEY INVESTMENT MANAGEMENT Michael Chwalka, Executive Director; 522 5th Ave., New York, NY 10036 PH: 416-943-8379 Fax: Web: www.morganstanley.com Canadian Clients: 23 With US Assets: 2 US Equities - Large Cap Value: $41M Large Cap Growth: $12M US Assets Managed: $53M Pension Assets Managed: $87,558M Managed US Since: 1975 Other Assets Managed: Emerging Markets, International, Hedge Funds

MULVIHILL CAPITAL MANAGEMENT INC. Mark J. Carpani, Vice-president, Bonds/Marketing; 121 King St. W., Ste. 2600, Toronto, ON M5H 3T9 PH: 416-681-3940 Fax: 416-681-3901 Web: www.mulvihill.com Canadian Clients: 10 With US Assets: 7 US Equities - Large Cap Growth: $12.9M US Assets Managed: $12.9M Pension Assets Managed: $286.6M Managed US Since: 1985 Other Assets Managed: EAFE

NATCAN INVESTMENT MANAGEMENT Donald Couture, Vice-president, National Sales; 1100 University St., Ste. 400, Montreal, QC H3B 2G7 PH: 514-871-7600 Fax: 514-871-7531 Web: www.natcan.com Canadian Clients: 111 With US Assets: 11 US Equities - Core: $22.7M Passive: $2.6M US Assets Managed: $25.3M Pension Assets Managed: $7,690M Passive/Index Products Used: Futures on S&P 500 Managed US For: 17 years Other Assets Managed: Canadian Money Market, US Money Market, Canadian Bonds, Corporate Bonds, High Yield Bonds, International Bonds, US Bonds, Large Cap Canadian Equities, International Equities, Small Cap Canadian Equities, Small Cap US Equities, Small Cap Global Equities, US Equities, Derivatives, Real Estate

NEW YORK LIFE INVESTMENT MANAGEMENT LLC Shane McMahon, Director; 1180 Avenue of the Americas, New York, NY 10036 PH: 212-938-8153 Fax: 212-938-8182 Web: www.nylim.com/institutional Canadian Clients: 6 With US Assets: 6 US Equities – Large Cap Value: $466.8M Core: $124.8M US Assets Managed: $591.6M Pension Assets Managed: $6,039.3M Passive/Index Products Used: Large Cap Enhanced (S&P 500/Russell 1000), S&P 500 Index, S&P Mid Cap Index, Citigroup BIG Index Relationships: Institutional Capital LLC Managed US Since: More than 162 years (parent company); 1981 for external clients Other Assets Managed: US Large Cap Core, US Large Cap Growth, US Large Cap Value, US Mid Cap Core, US Mid Cap Value, US Small Cap Core, US Small Cap Value, US Large Cap 130/30, US Large Cap Growth 130/30, International EAFE 130-30, International Large Cap Value, Asia Equity Market Neutral, Europe Equity Market Neutral, US Core Bond (Corporates, MBS, ABS, CMBS, Treasuries, Agencies), Emerging Market (Debt), US Floating Rate Bank Loans, US Money Market, Private Finance, US Public High Yield, US Private Equity Mezzanine Debt, Private Equity (US & India), US Real Estate Mezzanine Debt, US REIT Equity

NORTHWATER CAPITAL MANAGEMENT INC. Stephen Foote, Vice-president; 181 Bay St., Toronto, ON M5J 2T3 PH: 416-360-5203 Fax: 416-360-0671 Web: www.northwatercapital.com Canadian Clients: 35 With US Assets: 25 US Equities - Passive: $1,849.4M Other Assets: Portable Alpha on US Equity Indices: $1,148.6 US Assets Managed: $2,998M Pension Assets Managed: $7,574.7M Passive/Index Products Used: S&P 500 Hedged & Unhedged, S&P 400 Hedged, Russell 2000 Unhedged, MSCI EAFE Hedged Managed US For: 18 years

NT GLOBAL ADVISORS, INC. Wasyl (Waz) Saluchok, Vice-president, Institutional Business Development; 145 King St. W., Ste. 1910, Toronto, ON M5H 1J8 PH: 416-775-2215 Fax: 416-366-2033 Web: www.northerntrust.com Canadian Clients: 52 With US Assets: 12 US Equities - Core: $30.7M US Assets Managed: $30.7M Pension Assets Managed: $4,300M Passive/Index Products Used: Global REITs, Global Equity Index, Enhanced Global Equity Index, Global Fixed Income Index, Enhanced Global Fixed Income, Active Extension US Equity, Emerging Markets Relationships: AXA Rosenberg Managed US Since: 1981 Other Assets Managed: Canadian Real Estate, Core Canadian Equity, All Cap Canadian Equity, International Specialist, Active Canadian Fixed Income, Canadian Short-term Fund, Hedge Fund of Funds, Private Equity Fund of Funds

PANAGORA ASSET MANAGEMENT Bruce MacDonald; One Post Office Square - A15, Boston, MA 02109 PH: 905-829-1131 Web: www.panagora.com Canadian Clients: 2 With US Assets: 2 US Equities - Core: $389M US Assets Managed: $389M Pension Assets Managed: $14.4B Passive/Index Products Used: Passive US Equity Managed US Since: 1985 Relationships: Integra Capital Management Other Assets Managed: Relative Return Products: US Large Cap Core Stock Selector, Dynamic US Large Cap Core, Dynamic US Extended Alpha (130/30), Dynamic US Large Cap Growth, US Large Cap Value Stock Selector, US Small /Mid Cap Stock Selector, Dynamic US Small/Mid Cap Core, US Small Cap Core Stock Selector, Dynamic US Small Cap Core Equity, Dynamic US Small Cap Growth Equity, Dynamic US Small Cap Value Equity, US Small Cap Value Stock Selector, Dynamic European Small Cap Core, Dynamic Australia Small Cap Core, Dynamic International Equity (High & Low TE), Dynamic International Extended Alpha (130/30), Dynamic Global Equity (High & Low TE), Dynamic Global Extended Alpha (130/30), Global Equity Multi-alpha, Emerging Markets Equity, Global Fixed Income; Absolute Return Products: Multi-alpha (LLC), Dynamic US Equity Market Neutral, Dynamic European Equity Market Neutral, Global Equity Portable Alpha, Currency Portable Alpha, Fixed Income Portable Alpha, GTAA Portable Alpha (4% volatility), Global Macro Portable Alpha (20% volatility),
Risk Parity Total Return, Risk Parity

PHILLIPS, HAGER & NORTH INVESTMENT MANAGEMENT LTD. Richard Self, Vice-president; 200 Burrard St., 20th Floor, Vancouver, BC V6C 3N5 PH: 604-408-6053 Fax: 604-408-6024 Web: www.phn.com Canadian Clients: 309 With US Assets: 153 US Equities - Large Cap Growth: $1.7B US Assets Managed: $1.7B Pension Assets Managed: $36.9B Managed US For: 43 years Other Assets Managed: EAFE Equity, Canadian Equity, Canadian Fixed Income

PIMCO CANADA CORP. Andrew Forsyth, Vice-president and Head of Business Development; 120 Adelaide St. W., Ste. 2005, Toronto, ON M5H 1T1 PH: 416-368-3349 Fax: 416-368-3576 Canadian Clients: 12 With US Assets: 3 US Equities - Large Cap Growth: $13.6M US Bonds - Active: $52.8M Other Assets: Alternative Strategies: $278.1M US Assets Managed: $344.5M Pension Assets Managed: $195,090M Managed US Since: 1971 Other Assets Managed: Global Bonds, Emerging Markets Bonds, High Yield Bonds, Inflation-linked Bonds, Single Country/Regional Bonds, Synthetic Real Estate, Synthetic Commodities, Tactical Asset Allocation, Fixed Income Hedge Fund Style

PUTNAM INVESTMENTS Charles Swanepoel, Senior Vice-president; 2020 Winston Park Dr., Ste. 200, Oakville, ON L6H 6X7 PH: 905-829-7287 Web: www.integra.com Canadian Clients: 12 With US Assets: 2 US Equities – Mid Cap Growth: $160.2M All Cap Value: $80.9M US Assets Managed: $241M Pension Assets Managed: $17,633.1M Managed US Since: 1937 Other Assets Managed: Putnam manages assets across all asset classes.

RCM Christian Pachtner, Head of Client Relations & International Business Development; 4 Embarcadero Center, San Francisco, CA 94111 PH: 415-954-8216 Fax: 415-263-5155 Web: www.rcm.com Canadian Clients: 3 With US Assets: 2 US Equities - Large Cap Growth: $226.3M US Assets Managed: $226.3M Pension Assets Managed: $20,917.2M Managed US Since: 1970 Other Assets Managed: Global Equity, EAFE, Emerging Markets, Asian Equity, European Equity, Sector Mandates, Global Small Cap

RUSSELL INVESTMENTS CANADA Mike Sandrasagra, Regional Director, Defined Contribution Services; 100 King St. W., Ste. 5900, Toronto, ON M5X 1E4 PH: 416-362-8411 Fax: 416-362-4494 Web: www.russell.com/ca Canadian Clients: 53 With US Assets: 51 US Equities - Core: $338.7M US Assets Managed: $338.7M Pension Assets Managed: $1,946M Relationships: Arnhold and S. Bleichroeder, Schneider, MFS, Aronson+Johnson+Ortiz, Frank Russell, Suffolk, Montag & Caldwell, Cornerstone, Turner Managed US Since: 1994 Other Assets Managed: Canadian Equity, Canadian Fixed Income, Core Plus Fixed Income, Overseas Equity, Global Equity, Emerging Markets Equity, Money Market, Balanced Portfolios, Target Date Portfolios

SEAMARK ASSET MANAGEMENT LTD. Darren Kosack, Senior Vice-president, Client Relations & Marketing; 1801 Hollis St., Ste. 310, Halifax, NS B3J 3N4 PH: 902-423-9367 Fax: 902-423-1518 Web: www.seamark.ca Canadian Clients: 27 With US Assets: 20 US Assets Managed: $166.1M Pension Assets Managed: $1,609M Passive/Index Products Used: S&P 500 Managed US Since: 1982 Other Assets Managed: Balanced, Money Market, Canadian Bonds, Total Equities, Canadian Equities, Foreign Equities, International Equities, North American Equities, Dividend & Income

SEI Terry Li Cameron, Marketing Director; 70 York St., Ste. 1600, Toronto, ON M5J 1S9 PH: 416-847-6371 Fax: 416-777-9093 Web: www.seic.com Canadian Clients: 77 With US Assets: 40 US Equities - Large Cap Value: $321.4M Large Cap Growth: $342.4M Passive: $125.5M US Assets Managed: $1.4B Pension Assets Managed: $3.7B Passive/Index Products Used: US Large Cap Synthetic Fund, US Mid Cap Synthetic Fund Relationships: Manager of Manager Funds Managed US Since: 1996 Other Assets Managed: Canadian Equity, EAFE, Emerging Markets, Canadian Fixed Income, Long Duration Bonds, Real Return Bonds, Money Market, Short-term Bonds, Global Bonds, International Synthetic, Futures Index, SRI

SPRUCEGROVE INVESTMENT MANAGEMENT LTD. Marcel Leroux, Vice-president, Marketing; 181 University Ave., Ste. 1300, Toronto, ON M5H 3M7 PH: 416-363-5854 x235 Fax: 416-363-6803 Canadian Clients: 50 With US Assets: 1 US Equities - All Cap Value: $897.6M US Assets Managed: $897.6M Pension Assets Managed: $15,235.5M Other Assets Managed: EAFE, Global (ex. Canada)

STANDARD LIFE INVESTMENTS INC. Jay Waters, Vice-president, Central Canada; 121 King St. W., Ste. 840, Toronto, ON M5H 3T9 PH: 416-367-2049 Web: www.sli.ca Canadian Clients: 196 With US Assets: 150 US Equities - Core: $1,095.8M Passive: $255.7M US Assets Managed: $1,351.5M Pension Assets Managed: $9,280M Passive/Index Products Used: Canadian Equities, US Equities, EAFE Equities, Canadian Fixed Income Managed US Since: 1985 Other Assets Managed: Canadian Equities, Small Cap Canadian Equities, EAFE Equities, Canadian Bonds, LDI/Structured Bonds, Real Estate, Money Market

STATE STREET GLOBAL ADVISORS LTD. Robert Weston, Managing Director - Marketing & Client Relations; 161 Bay St., TD Canada Trust Tower, Ste. 4530, Toronto, ON M5X 1A9 PH: 416-956-2465 Fax: 416-956-2464 Web: www.ssga.ca Canadian Clients: 100 With US Assets: 70 US Equities - Mid Cap Value: $16.1M Core: $172.8M Passive: $4,866.1M US Bonds - Passive: $122.5M US Assets Managed: $5,215.2M Pension Assets Managed: $1,183,318M Passive/Index Products Used: S&P 500, S&P 400, S&P 500 Value/Growth, Russell Top 200, Russell 1000, Russell 1000 (Value & Growth), Russell 2000, Russell 2000 (Value & Growth), Russell 3000, Wilshire 4500, Wilshire 5000, All MSCI Indices, S&P 500 Tobacco Free, Equal Weighted S&P 500, SPDRs, Sector SPDRs, Dow Jones Large Cap (Value & Growth), Dow Jones Small Cap (Value & Growth), S&P/TSX Composite, S&P/TSX Small Cap Relationships: SSARIS Advisors, LLC Managed US Since: 1991 Other Assets Managed: EAFE, Emerging Markets, Currency, Futures Strategies

T. ROWE PRICE CANADA, INC. Wendy Brodkin, Director; 161 Bay St., Ste. 2700, Toronto, ON M5J 2S1 PH: 416-572-2580 Fax: 416-572-4089 Web: www.troweprice.com Canadian Clients: 2 With US Assets: 2 US Equities - Large Cap Value: $519.8M Large Cap Growth: $751.8M Mid Cap Growth: $303.7M Core: $97.2M Other Assets: Media & Technology: $152.6M, Science & Technology: $107.5M, Health Sciences: $199.6M US Assets Managed: $2,132.2M Pension Assets Managed: $24,965.8M Relationships: Daiwa Securities Group, Inc., Sumitomo Mitsui Financial Group, Inc. Managed US Since: 1937 Other Assets Managed: Active US Equity, Active Sector Specialties, Systematic Equities, Active US Fixed Income, Balanced Investments, Cash Management, Specialty Products, Non-US and Global Equity, Non-US and Global Fixed Income, Asset Allocation

TD ASSET MANAGEMENT INC. Robin Lacey, Managing Director; 161 Bay St., 34th Floor, Toronto, ON M5J 2T2 PH: 416-982-6585 Fax: 416-944-6158 Web: www.tdassetmanagement.com Canadian Clients: 191 With US Assets: 94 US Equities - Core: $403M Passive: $3.9B Other Assets: Derivative Equity & Currency Overlay: $2B US Assets Managed: $6.3B Pension Assets Managed: $38.6B Passive/Index Products Used: US Market Index Fund, Pooled US Fund, Extended US Market Pooled Fund Trust, Hedged US Equity Pooled Fund Trust, Hedged Synthetic US Equity Pooled Fund Trust Managed US For: 14 years Other Assets Managed: Canadian & US Money Market, Canadian
Bonds, High Yield Bonds, Global Bonds, Canadian Equities, International Equities (EAFE), Global Equities (MSCI World), Absolute Return Strategies

TETREM CAPITAL MANAGAMENT LTD. Allan Hutton, Manager, Consulting Services; 401 Bay St., Ste. 2315, Box 124, Toronto, ON M5H 2Y4 PH: 416-364-9993 x113 Fax: 416-364-1218 Canadian Clients: 1 Pension Assets Managed: $33M Managed US For: 3 years Other Assets Managed: Canadian Equities, North American Equities

UBS GLOBAL ASSET MANAGEMENT Peter Clarke, Managing Director, Head of Canada; 161 Bay St., Ste. 3900, Toronto, ON M5J 2S1 PH: 416-681-5205 Fax: 416-681-5100 Web: ubs.com Canadian Clients: 265 With US Assets: 8 US Equities - Large Cap Value: $88.1M Large Cap Growth: $41.7M Core: $621.1M US Assets Managed: $750.9M Pension Assets Managed: $11,409.2M Managed US Since: 1981 Other Assets Managed: 130-30 Equity, Global Equity, EAFE Equity, European Equity, Global Fixed Income, Global Asset Allocation, Total Return Strategies, Infrastructure, Hedge Funds

VAN BERKOM AND ASSOCIATES INC. Mathieu Sirois, Senior Portfolio Manager, US Small Cap Equities Division; 1130 Sherbrooke St. W., Ste. 1005, Montreal, QC H3A 2M8 PH: 514-985-5759 Fax: 514-985-3225 Web: www.vbassociates.com Canadian Clients: 10 With US Assets: 5 US Equities - Small Cap Growth: $281.4M US Assets Managed: $281.4M Pension Assets Managed: $1,040.8M Passive/Index Products Used: Russell Index 2000

WELLINGTON MANAGEMENT COMPANY LLP Jason Stefanelli, Vice-president; 75 State St., Boston, MA 02109 PH: 617-951-5831 Fax: 617-263-4100 Web: www.wellington.com

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