Form POS AMI NATIONWIDE VARIABLE INSU
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AS FILED WITH THE SECURITIES AND EXCHANGE COMMISSION ON JANUARY 2, 2026
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1940 Act File No. 811-03213
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SECURITIES AND EXCHANGE COMMISSION
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Washington, D.C. 20549
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FORM N-1A
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REGISTRATION STATEMENT
UNDER
THE INVESTMENT COMPANY ACT OF 1940
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Amendment No. 282
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(Check appropriate box or boxes)
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NATIONWIDE VARIABLE INSURANCE TRUST
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(EXACT NAME OF REGISTRANT AS SPECIFIED IN ITS CHARTER)
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ONE NATIONWIDE PLAZA
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MAIL CODE 1-18-102
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COLUMBUS, OHIO 43215
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(ADDRESS OF PRINCIPAL EXECUTIVE OFFICE) (ZIP CODE)
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(614) 435-5787
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Registrant’s Telephone Number, including Area Code
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Send Copies of Communications to:
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ALLAN J. OSTER, ESQ.
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PRUFESH R. MODHERA, ESQ.
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ONE NATIONWIDE PLAZA
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STRADLEY RONON STEVENS & YOUNG, LLP
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COLUMBUS, OHIO 43215
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2000 K STREET, N.W., SUITE 700
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(NAME AND ADDRESS OF AGENT FOR SERVICE)
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WASHINGTON, DC 20006
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EXPLANATORY NOTE
This Amendment No. 282 (the “Amendment”) to the Registration Statement of Nationwide Variable Insurance Trust (the “Registrant”) on Form N-1A is being filed
under the Investment Company Act of 1940 (the “1940 Act”), as amended, to amend and supplement Amendment No. 280 to the Registrant’s Registration Statement on Form N-1A, filed with the U.S. Securities and Exchange Commission (the “Commission”) on
April 29, 2025 under the 1940 Act (Accession No. 0001193125-25-103470) (“Amendment No. 280”), as pertaining to Part B of the NVIT U.S. 130/30 Equity Fund, NVIT GS Emerging Markets Equity Insights Fund, NVIT GS International Equity Insights Fund, NVIT
GS Large Cap Equity Fund, and NVIT GS Small Cap Equity Insights Fund (together, the “Funds”), each a series of the Registrant.
Parts A and Part B of the Funds, as filed in Amendment No. 280,
as supplemented, are incorporated herein by reference.
The shares of beneficial interest (“Shares”) of the series of the Registrant are not registered under the Securities Act of 1933, as amended (the “Securities
Act”), because each series of the Registrant issues its shares only in private placement transactions that do not involve a public offering within the meaning of Section 4(a)(2) of the Securities Act.
Shares of the series of the Registrant may be purchased only by “accredited investors,” as defined in Regulation D under the Securities Act. This Amendment is
not offering to sell, or soliciting any offer to buy, any security to the public within the meaning of the Securities Act.
The unaudited Financial Statement of the Funds for
the period ended June 30, 2025, as filed with the Commission on August 27, 2025 (Accession No. 0001398344-25-016853) contained in the Semi-Annual Report of the Registrant, dated June 30, 2025, is incorporated herein by reference. Additionally,
the audited Financial Statement and the Report of Independent Registered Public Account Firm of the Funds for the fiscal year ended December 31,
2024, as filed with the Commission on February 27, 2025 (Accession No. 0001398344-25-003664) contained in the Annual Report of the Registrant, dated December 31, 2024, is incorporated herein by reference.
This Registration Statement relates only to the Funds and does not incorporate by reference the currently effective Parts A or Parts B of the Registrant’s
other series.
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NATIONWIDE VARIABLE INSURANCE TRUST
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NVIT GS Emerging Markets Equity Insights Fund
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NVIT GS International Equity Insights Fund
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NVIT GS Large Cap Equity Fund
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NVIT GS Small Cap Equity Insights Fund
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NVIT U.S. 130/30 Equity Fund
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Amendment dated January 2, 2026
to the Statement of Additional Information (“SAI”) dated April 29, 2025
Capitalized terms and certain other terms used in this amendment, unless otherwise defined in this amendment, have the meanings
assigned to them in the SAI.
Independent Trustees
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1.
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Effective December 31, 2025, all references to, and information regarding, Barbara I. Jacobs and Douglas F. Kridler in the SAI are deleted in their entirety.
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2.
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Effective immediately, the SAI is amended as follows:
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a.
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The following replaces the tables and accompanying footnotes under the heading “Independent Trustees” beginning on page 37 of the SAI:
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Independent Trustees
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Tracy Bollin
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Year of Birth
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Positions Held with Trust and Length of Time Served1
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Number of Portfolios Overseen in the Nationwide Fund Complex
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1970
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Trustee since July 2025
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113
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Principal Occupation(s) During the Past Five Years (or Longer) From 2015 until 2021, Mr. Bollin served as Vice President and CFO of Principal Funds, Managing Director of Fund Operations for
Principal Global Investors, and President of Principal Shareholder Services.
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Other Directorships held During the Past Five Years2
Board member of On With Life since September 2024. |
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Experience, Qualifications, Attributes, and Skills for Board Membership
Mr. Bollin has held multiple roles in the financial services industry, including positions in capital markets, finance, operations, and as a board member. |
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Kristina Bradshaw
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Year of Birth
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Positions Held with Trust and Length of Time Served1
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Number of Portfolios Overseen in the Nationwide Fund Complex
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1980
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Trustee since January 2023
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113
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Principal Occupation(s) During the Past Five Years (or Longer)
Retired. Ms. Bradshaw was a Portfolio Manager on the Dividend Value team at Invesco from August 2006 to August 2020. Prior to that, she was an investment banker in the Global Energy & Utilities group at Morgan Stanley from June 2002 to July 2004. |
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Other Directorships held During the Past Five Years2
Board Member of Southern Smoke Foundation from August 2020 to 2023, Board Member of Houston Ballet from July 2011 to present and President from July 2022 to July 2024 and Chair since July 2024, and Board Member of Hermann Park Conservancy from July 2011 to present, serving as Board Chair from 2020 to 2024. |
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Experience, Qualifications, Attributes, and Skills for Board Membership
Ms. Bradshaw has significant board experience; significant portfolio management experience in the investment management industry and is a Chartered Financial Analyst. |
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Lorn C. Davis
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Year of Birth
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Positions Held with Trust and Length of Time Served1
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Number of Portfolios Overseen in the Nationwide Fund Complex
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1968
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Trustee since January 2021
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113
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Principal Occupation(s) During the Past Five Years (or Longer)
Mr. Davis has been a Managing Partner of College Hill Capital Partners, LLC (private equity) since June 2016. From September 1998 until May 2016, Mr. Davis originated and managed debt and equity investments for John Hancock Life Insurance
Company (U.S.A.)/Hancock Capital Management, LLC, serving as a Managing Director from September 2003 through May 2016.
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Other Directorships held During the Past Five Years2
Board Member of The Pine Street Inn from 2009 to present, Member of the Advisory Board (non-fiduciary) of Mearthane Products Corporation from 2021 to 2022, Trustee of The College of the Holy Cross since July 2022, and Member of Board of Managers of the College Circle Creamery Holdings since February 2023. |
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Experience, Qualifications, Attributes, and Skills for Board Membership
Mr. Davis has significant board experience; significant past service at a large asset management company and significant experience in the investment management industry. Mr. Davis is a Chartered Financial Analyst and earned a Certificate of Director Education from the National Association of Corporate Directors in 2008. |
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Keith F. Karlawish
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Year of Birth
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Positions Held with Trust and Length of Time Served1
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Number of Portfolios Overseen in the Nationwide Fund Complex
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1964
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Trustee since March 2012; Chairman since January 2021
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113
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Principal Occupation(s) During the Past Five Years (or Longer)
Mr. Karlawish is a Partner, and Senior Wealth Advisor with Curi RMB Capital. Previously, he was Senior Director of Wealth Management with Curi Wealth Management which acquired Park Ridge Asset Management, LLC in August 2022. Prior to this time, Mr. Karlawish was a partner with Park Ridge Asset Management, LLC since December 2008 and also served as a portfolio manager. From May 2002 until October 2008, Mr. Karlawish was the President of BB&T Asset Management, Inc., and was President of the BB&T Mutual Funds and BB&T Variable Insurance Funds from February 2005 until October 2008. |
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Other Directorships held During the Past Five Years2
None |
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Experience, Qualifications, Attributes, and Skills for Board Membership
Mr. Karlawish has significant board experience, including past service on the boards of BB&T Mutual Funds and BB&T Variable Insurance Funds; significant executive experience, including past service at a large asset management company and significant experience in the investment management industry. |
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Carol A. Kosel
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Year of Birth
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Positions Held with Trust and Length of Time Served1
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Number of Portfolios Overseen in the Nationwide Fund Complex
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1963
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Trustee since March 2013
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113
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Principal Occupation(s) During the Past Five Years (or Longer)
Retired. Ms. Kosel was a consultant to the Evergreen Funds Board of Trustees from October 2005 to December 2007. She was Senior Vice President, Treasurer, and Head of Fund Administration of the Evergreen Funds from April 1997 to October 2005. |
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Other Directorships held During the Past Five Years2
None |
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Experience, Qualifications, Attributes, and Skills for Board Membership
Ms. Kosel has significant board experience, including past service on the boards of Evergreen Funds and Sun Capital Advisers Trust; significant executive experience, including past service at a large asset management company and significant experience in the investment management industry. |
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Charlotte Tiedemann Petersen
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Year of Birth
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Positions Held with Trust and Length of Time Served1
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Number of Portfolios Overseen in the Nationwide Fund Complex
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1960
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Trustee since January 2023
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113
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Principal Occupation(s) During the Past Five Years (or Longer)
Self-employed as a private real estate investor/principal since January 2011. Ms. Petersen served as Chief Investment Officer at Alexander Capital Management from April 2006 to December 2010. From July 1993 to June 2002, Ms. Petersen was a Portfolio Manager, Partner and Management Committee member of Denver Investment Advisors LLC. |
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Other Directorships held During the Past Five Years2
Investment Committee for the University of Colorado Foundation from February 2015 to June 2022. |
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Experience, Qualifications, Attributes, and Skills for Board Membership
Ms. Petersen has significant board experience including past service as a Trustee of Scout Funds and Director of Fischer Imaging, where she chaired committees for both entities; significant experience in the investment management industry and is a Chartered Financial Analyst. |
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David E. Wezdenko
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Year of Birth
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Positions Held with Trust and Length of Time Served1
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Number of Portfolios Overseen in the Nationwide Fund Complex
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1963
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Trustee since January 2021
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113
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Principal Occupation(s) During the Past Five Years (or Longer)
Mr. Wezdenko is a Co-Founder and Managing Partner of Blue Leaf Ventures (venture capital firm, founded May 2018). From November 2008 until December 2017, Mr. Wezdenko was Managing Director of JPMorgan Chase & Co.
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Other Directorships held During the Past Five Years2
Independent Trustee for National Philanthropic Trust from October 2021 to present and Board Member for Saint Vincent de Paul of Palm Beach County from May 2023 to present. |
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Experience, Qualifications, Attributes, and Skills for Board Membership
Mr. Wezdenko has significant board experience; significant past service at a large asset and wealth management company and significant experience in the investment management industry. |
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| 1 |
Length of time served includes time served with the Trust’s predecessors. The tenure of each Trustee is subject to the Board’s retirement policy, which states that a Trustee shall retire from the Boards of Trustees of the Trusts effective
on December 31 of the calendar year during which he or she turns 75 years of age; provided this policy does not apply to a person who became a Trustee prior to September 11, 2019.
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Directorships held in: (1) any other investment companies registered under the 1940 Act, (2) any company with a class of securities registered pursuant to Section 12 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”),
or (3) any company subject to the requirements of Section 15(d) of the Exchange Act, which are required to be disclosed in this SAI. In addition, certain other directorships not meeting the aforementioned requirements may be included for
certain Trustees such as board positions on non-profit organizations.
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Officers of the Trust
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1.
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Effective immediately, the SAI is amended as follows:
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a.
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The following replaces the table and accompanying footnotes under the heading “Officers of the Trust” beginning on page 40 of the SAI:
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Joseph N. Aniano
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Year of Birth
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Positions Held with Funds and Length of Time Served
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1978
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President, Chief Executive Officer and Principal Executive Officer since November 2025
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Principal Occupation(s) During the Past Five Years (or Longer)
Mr. Aniano is President and Chief Executive Officer of Nationwide Investment Management Group and is a Senior Vice President of Nationwide Mutual Insurance Company.1 He previously served as President of Nationwide Securities,
LLC, and before that as Head of Investment Management Group Product Lifecycle Management.
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Lee T. Cummings
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Year of Birth
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Positions Held with Funds and Length of Time Served
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1963
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Senior Vice President and Head of Fund Operations since December 2015
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Principal Occupation(s) During the Past Five Years (or Longer)
Mr. Cummings is Senior Vice President and Head of Fund Operations of Nationwide Investment Management Group, and is a Vice President of Nationwide Mutual Insurance Company.1 He previously served as the Trust’s Treasurer and
Principal Financial Officer, and served temporarily as the Trust’s President, Chief Executive Officer and Principal Executive Officer from September 2022 until March 2023.
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David Majewski
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Year of Birth
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Positions Held with Funds and Length of Time Served
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1976
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Treasurer and Principal Financial Officer since September 2022
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Principal Occupation(s) During the Past Five Years (or Longer)
Mr. Majewski is Senior Director, Financial Administration of Nationwide Investment Management Group. Mr. Majewski previously served as the Trust’s Assistant Secretary and Assistant Treasurer.
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Nicholas T. Graham
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Year of Birth
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Positions Held with Funds and Length of Time Served
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1982
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Vice President and Chief Compliance Officer since December 2025
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Principal Occupation(s) During the Past Five Years (or Longer)
Mr. Graham is Vice President of NFA and Chief Compliance Officer of NFA and the Trust. He previously served as AVP, Chief Compliance Officer for the Nationwide Office of Investments and its registered investment adviser, Nationwide Asset
Management, LLC1.
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Stephen R. Rimes
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Year of Birth
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Positions Held with Funds and Length of Time Served
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1970
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Secretary, Senior Vice President and General Counsel since December 2019
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Principal Occupation(s) During the Past Five Years (or Longer)
Mr. Rimes is Vice President, Associate General Counsel and Secretary for Nationwide Investment Management Group, and Vice President of Nationwide Mutual Insurance Company.1 He previously served as Assistant General Counsel for
Invesco from 2000-2019.
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Christopher C. Graham
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Year of Birth
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Positions Held with Funds and Length of Time Served
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1971
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Senior Vice President, Head of Investment Strategies, Chief Investment Officer and Portfolio Manager since September 2016
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Principal Occupation(s) During the Past Five Years (or Longer)
Mr. Graham is Senior Vice President, Head of Investment Strategies and Portfolio Manager for the Nationwide Funds Group, and is a Vice President of Nationwide Mutual Insurance Company.1
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Benjamin Hoecherl
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Year of Birth
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Positions Held with Funds and Length of Time Served
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1976
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Senior Vice President, Head of Business and Product Development since December 2023
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Principal Occupation(s) During the Past Five Years (or Longer)
Mr. Hoecherl is Vice President, Head of Business and Product Development for Nationwide Investment Management Group, and is a Vice President of Nationwide Mutual Insurance Company.1 He previously served as AVP for Nationwide ProAccount within Nationwide Retirement Solutions. |
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1
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These positions are held with an affiliated person or principal underwriter of the Funds.
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b. The list of entities or people that are affiliates of both the Trust and Nationwide Fund Distributors LLC under the heading “Distributor” on page 49 of
the SAI is deleted in its entirety and replaced with the following:
Nationwide Fund Advisors
Nationwide Fund Management LLC
Nationwide Life Insurance Company
Nationwide Life and Annuity Insurance Company
Jefferson National Life Insurance Company
Jefferson National Life Insurance Company of New York
Nationwide Financial Services, Inc.
Nationwide Corporation
Nationwide Mutual Insurance Company
Christopher Graham
Nicholas T. Graham
Joseph N. Aniano
Joseph N. Aniano
Lee T. Cummings
Stephen R. Rimes
David Majewski
Benjamin Hoecherl
Benjamin Hoecherl
PLEASE RETAIN THIS AMENDMENT FOR FUTURE REFERENCE
PART C
OTHER INFORMATION
ITEM 28. EXHIBITS
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(a)
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(b)
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(c)
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Certificates for shares are not issued. Articles III, V and VI of the Amended Declaration and Articles II and VII of the Amended Bylaws, incorporated by reference to Exhibits (a) and (b), respectively, define the rights of holders of
shares.
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(d)
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Investment Advisory Agreements
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(1)
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(a)
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(2)
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(a)
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(3)
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Subadvisory Agreements
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(a)
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(i)
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(b)
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(i)
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(c)
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(i)
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(d)
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(i)
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(e)
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(f)
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(i)
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(g)
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(h)
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(i)
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(i)
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(i)
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(j)
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(k)
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(l)
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(i)
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(ii)
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(iii)
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(iv)
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(m)
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(i)
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(n)
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(o)
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(p)
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(i)
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(q)
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(r)
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(i)
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(s)
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(i)
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(t)
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(u)
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(i)
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(4)
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Fund of Funds Investment Agreements
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(a)
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(b)
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(c)
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(e)
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(1)
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(a)
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(f)
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Not applicable.
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(g)
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(1)
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(a)
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(b)
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(c)
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(d)
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(e)
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(f)
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(g)
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(h)
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(h)
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(1)
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(a)
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(2)
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(3)
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(a)
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(b)
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(c)
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(d)
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(4)
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(5)
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(6)
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(7)
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(8)
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(9)
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(i)
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(10)
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(11)
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(12)
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(13)
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(14)
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(15)
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(16)
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(a)
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(b)
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(c)
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(17)
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(18)
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(19)
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(20)
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(21)
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(22)
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(23)
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(24)
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(25)
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(26)
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(27)
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(28)
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(29)
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(30)
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(i)
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Not applicable.
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(j)
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Not applicable.
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(k)
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Not applicable.
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(l)
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Not applicable.
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(m)
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(n)
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(o)
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Not applicable.
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(p)
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(1)
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(2)
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(3)
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(4)
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(5)
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(6)
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(7)
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(8)
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(9)
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(10)
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(11)
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(12)
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(13)
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(14)
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(15)
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(16)
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(17)
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(18)
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(19)
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(20)
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(q)
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(1)
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(2)
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(3)
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(4)
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(5)
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(6)
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(7)
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(8)
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(9)
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(10)
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(11)
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ITEM 29. PERSONS CONTROLLED BY OR UNDER COMMON CONTROL WITH REGISTRANT
No person is presently controlled by or under common control with Registrant.
ITEM 30. INDEMNIFICATION
Indemnification provisions for officers, directors and employees of the Registrant are set forth in Article VII, Section 2 of the Amended Declaration. See
Item 28(a) above.
The Trust has entered into indemnification agreements with each of the trustees and certain of its officers. The indemnification agreements provide that the
Trust will indemnify the indemnitee for and against any and all judgments, penalties, fines, and amounts paid in settlement, and all expenses actually and reasonably incurred by indemnitee in connection with a proceeding that the indemnitee is a
party to or is threatened to be made a party to (other than certain
exceptions specified in the agreements), to the maximum extent not expressly prohibited by Delaware law or applicable federal securities law and regulations
(including, without limitation, Section 17(h) of the Investment Company Act of 1940 and the rules and regulations issued with respect thereto by the U.S. Securities and Exchange Commission). The Trust also will indemnify indemnitee for and against
all expenses actually and reasonably incurred by indemnitee in connection with any proceeding to which indemnitee is or is threatened to be made a witness but not a party. See Item 23(h)(4) above.
Insofar as indemnification for liability arising under the Securities Act of 1933 (the “Act”) may be permitted to directors, officers and controlling
persons of the Registrant pursuant to the foregoing provisions, or otherwise, the Registrant has been advised that in the opinion of the Securities and Exchange Commission such indemnification is against public policy as expressed in the Act and
is, therefore, unenforceable. In the event that a claim for indemnification against such liabilities (other than the payment by the Registrant of expenses incurred or paid by a director, officer or controlling person of the Registrant in the
successful defense of any action, suit or proceeding) is asserted by such director, officer or controlling person in connection with the securities being registered, the Registrant will, unless in the opinion of its counsel the matter has been
settled by controlling precedent, submit to a court of appropriate jurisdiction the question whether such indemnification by it is against public policy as expressed in the Act and will be governed by the final adjudication of such issue.
ITEM 31. BUSINESS AND OTHER CONNECTIONS OF INVESTMENT ADVISER
| (a) |
Nationwide Fund Advisors (“NFA”), the investment adviser to the Trust, also serves as investment adviser to Nationwide Mutual Funds. To the Registrant’s knowledge, the Directors and Officers of NFA have not been engaged in any other
business or profession of a substantial nature during the past two fiscal years other than in their capacities as a director or officer of NFA or its affiliates.
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Each of the following persons serves in the same or similar capacity with one or more affiliates of NFA. The address for the persons
listed below is One Nationwide Plaza, Columbus, Ohio 43215.
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Name and Address
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Principal Occupation
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Position with NFA
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Position with Funds
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Joseph N. Aniano
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President and Chief Executive Officer of Nationwide Investment Management Group; Senior Vice President of Nationwide Mutual Insurance Company
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President and Director
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President, Chief Executive Officer and Principal Executive Officer
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Lee T. Cummings
|
Senior Vice President and Head of Fund Operations of Nationwide Investment Management Group; Vice President of Nationwide Mutual Insurance Company
|
Senior Vice President
|
Senior Vice President and Head of Fund Operations
|
|
Kevin D. Grether
|
Vice President of NFA and Chief Compliance Officer of NFA and the Trust; Vice President of Nationwide Mutual Insurance Company
|
Vice President and Chief Compliance Officer
|
Senior Vice President and Chief Compliance Officer
|
|
Pamela A. Biesecker
|
Senior Vice President and Head of Taxation of Nationwide Mutual Insurance Company
|
Senior Vice President and Head of Taxation
|
N/A
|
|
Denise L. Skingle
|
Senior Vice President, Finance & Strategy Legal and Corporate Secretary of Nationwide Mutual Insurance Company
|
Senior Vice President and Secretary
|
N/A
|
|
Steve A. Ginnan
|
Senior Vice President, Director and Chief Financial Officer of Nationwide Financial Services, Inc.
|
Director
|
N/A
|
|
Stephen R. Rimes
|
Vice President, Associate General Counsel and Secretary for Nationwide Investment Management Group; Vice President of Nationwide Mutual Insurance Company
|
Vice President, Associate General Counsel and Assistant Secretary
|
Secretary, Vice President and General Counsel
|
|
Hope C. Hacker
|
Associate Vice President and Assistant Treasurer of Nationwide Mutual Insurance Company
|
Associate Vice President and Assistant Treasurer
|
N/A
|
|
Timothy J. Dwyer
|
Vice President and Assistant Treasurer of Nationwide Mutual Insurance Company
|
Vice President and Assistant Treasurer
|
N/A
|
|
David A. Garman
|
Vice President-Enterprise Governance & Finance Legal of Nationwide Mutual Insurance Company
|
Vice President and Assistant Secretary
|
N/A
|
|
Mark E. Hartman
|
Sr. Counsel, Corporate Governance and Assistant Secretary of Nationwide Mutual Insurance Company
|
Assistant Secretary
|
N/A
|
|
David Dokko
|
Sr. Counsel, Corporate Governance and Assistant Secretary of Nationwide Mutual Insurance Company
|
Assistant Secretary
|
N/A
|
|
John L. Carter
|
President and Chief Operating Officer of Nationwide Financial Services, Inc.
|
Director
|
N/A
|
|
Steve Hall
|
Senior Investment Professional
|
Associate Vice President-Derivatives Risk Manager
|
N/A
|
|
Tonya G. Walker
|
Associate Vice President and Assistant Treasurer of Nationwide Mutual Insurance Company
|
Associate Vice President and Assistant Treasurer
|
N/A
|
| (b) |
Information for the Subadvisers
|
| (1) |
BlackRock Investment Management, LLC (“BlackRock”) acts as subadviser to the NVIT S&P 500 Index Fund, NVIT Small Cap Index Fund, NVIT Mid Cap Index Fund, NVIT International Index Fund, NVIT Bond Index Fund, NVIT BlackRock Equity
Dividend Fund, NVIT iShares Fixed Income ETF Fund, NVIT iShares Global Equity ETF Fund and NVIT NASDAQ-100 Index Fund. The directors and officers of BlackRock have not been engaged in any other business or profession of a substantial nature
during the past two fiscal years other than in their capacities as a director or officer of affiliated entities.
|
| (2) |
DoubleLine Capital LP (“DoubleLine”) acts as subadviser to the NVIT DoubleLine Total Return Tactical Fund. Except as noted below, no director, officer, or partner of DoubleLine have been engaged in any other business or profession of a
substantial nature during the past two fiscal years other than in their capacities as a director or officer of affiliated entities.
|
|
Name and Position with DoubleLine
|
Other Company
|
Position with Other Company
|
|
Jeffrey E. Gundlach, Chief Executive Officer, Chief Investment Officer
|
DoubleLine Funds Trust, DoubleLine ETF Trust
|
Chairman of the Board of Trustees
|
|
Ronald R. Redell, Executive Vice President
|
DoubleLine Funds Trust
|
President, Interested Trustee
|
|
DoubleLine Opportunistic Credit Fund, DoubleLine Income Solutions Fund, DoubleLine Yield Opportunities Fund
|
Chairman of the Board of Trustees
|
|
|
Earl Lariscy, General Counsel
|
DoubleLine Funds Trust
|
Vice President
|
|
DoubleLine Opportunistic Credit Fund, DoubleLine Income Solutions Fund, DoubleLine Yield Opportunities Fund
|
Vice President and Assistant Secretary
|
|
|
Jeffrey J. Sherman, Deputy Chief Investment Officer
|
DoubleLine Opportunistic Credit Fund, DoubleLine Income Solutions Fund, DoubleLine Yield Opportunities Fund
DoubleLine ETF Trust
|
Vice President
President
|
|
Youse Guia, Chief Compliance Officer
|
DoubleLine Funds Trust, DoubleLine Opportunistic Credit Fund, DoubleLine Income Solutions Fund, DoubleLine Yield Opportunities Fund, DoubleLine ETF Trust
|
Chief Compliance Officer
|
|
Cris Santa Ana, Chief Risk Officer
|
DoubleLine Funds Trust, DoubleLine Opportunistic Credit Fund, DoubleLine Income Solutions Fund, DoubleLine Yield Opportunities Fund
|
Secretary
|
|
Patrick Townzen, Director of Operations
|
DoubleLine Funds Trust, DoubleLine Opportunistic Credit Fund, DoubleLine Income Solutions Fund, DoubleLine Yield Opportunities Fund
|
Vice President
|
| (3) |
Dreyfus, a division of Mellon Investments Corporation (“MIC”) acts as subadviser to the NVIT Government Money Market Fund. MIC also acts as an investment adviser or subadviser to other investment companies. To the knowledge of the
Registrant, the directors and officers of MIC have not been engaged in any other business or profession of a substantial nature during the past two fiscal years other than in their capacities as a director or officer of affiliated entities.
|
| (4) |
FIAM LLC (“FIAM”) acts as subadviser to the NVIT Fidelity Institutional AM® Emerging Markets Fund and the NVIT Fidelity Institutional AM® Worldwide Fund. To the knowledge of the Registrant, no director, officer, or partner of FIAM has
engaged in any other business, profession, vocation or employment of a substantial nature during the last two fiscal years other than in their capacity as director, officer, employee, partner or trustee of affiliated entities.
|
| (5) |
Goldman Sachs Asset Management, L.P. (“GSAM”) is an indirect wholly owned subsidiary of The Goldman Sachs Group, Inc. and serves as subadviser to the NVIT GS Emerging Markets Equity Insights Fund, NVIT GS International Equity Insights
Fund, NVIT GS Large Cap Equity Fund and NVIT GS Small Cap Equity Insights Fund. GSAM is engaged in the investment advisory business. GSAM is part of The Goldman Sachs Group, Inc., a public company that is a bank holding company, financial
holding company and a world-wide, full-service financial services organization. GSAM Holdings LLC is the general partner and principal owner of GSAM. To the knowledge of the Registrant, the directors and officers of GSAM have not been
engaged in any other business or profession of a substantial nature during the past two fiscal years other than in their capacities as a director or officer of affiliated entities.
|
| (6) |
Invesco Advisers, Inc. (“Invesco”) acts as subadviser to the NVIT Invesco Small Cap Growth Fund and NVIT Multi-Manager Small Company Fund. Except as noted below, no director, officer, or partner of Invesco has been engaged in any other
business or profession of a substantial nature during the past two fiscal years other than in their capacities as a director or officer of affiliated entities.
|
The following table provides information with respect to the principal executive officer and the directors of Invesco.
Registrant's investment sub-adviser, Invesco is located at 1331 Spring Street NW, Suite 2500, Atlanta, GA 30309. In addition to providing
sub-advisory services, Invesco, through its subsidiaries, engages in the business of investment management on an international basis. The directors, officers, or partners of Invesco have held, during the past two fiscal years, the following
positions of a substantial nature.
|
Name
|
Position
|
|
Andrew R. Schlossberg
|
Director and Sr. Vice President
|
|
L. Allison Dukes
|
Director
|
|
Todd Kuehl
|
Chief Compliance Officer
|
|
Greg Ketron
|
Treasurer
|
|
Mark Gregson
|
Chief Accounting Officer and Controller
|
|
Terry Gibson Vacheron
|
Chief Financial Officer
|
|
Jeffrey H. Kupor
|
Director
|
|
Crissie M. Wisdom
|
Anti-Money Laundering Compliance Officer
|
|
Tony Wong
|
Director, President, Chief Executive Officer
|
| (7) |
Jacobs Levy Equity Management, Inc. (“Jacobs Levy”) acts as subadviser to the NVIT Multi-Manager Small Company Fund, NVIT Multi-Manager Small Cap Value Fund, NVIT U.S. 130/30 Equity Fund, NVIT Jacobs Levy Large Cap Core Fund, and NVIT
Jacobs Levy Large Cap Growth Fund. To the knowledge of the Registrant, the directors and officers of Jacobs Levy have not been engaged in any other business or profession of a substantial nature during the past two fiscal years other than
in their capacities as a director or officer of affiliated entities.
|
| (8) |
J.P. Morgan Investment Management, Inc. (“JPMIM”), a registered investment adviser, and a wholly owned subsidiary of J. P. Morgan & Co., acts as subadviser to the NVIT J.P. Morgan U.S. Equity Fund, NVIT J.P. Morgan Digital Evolution
Strategy Fund, NVIT J.P. Morgan Innovators Fund, NVIT J.P. Morgan Large Cap Growth Fund, NVIT J.P. Morgan US Technology Leaders Fund, NVIT J.P. Morgan Inflation Managed Fund and NVIT J.P. Morgan Equity and Options Total Return Fund
(formerly, NVIT AQR Large Cap Defensive Style Fund). The directors and executive officers of JPMIM have not been engaged in any other business or profession of a substantial nature during the past two fiscal years other than in their
capacities as a director or officer of JPMIM or its affiliates.
|
| (9) |
Lazard Asset Management LLC (“Lazard”) acts as subadviser to the NVIT International Equity Fund. The directors and officers of Lazard have not been engaged in any other business or profession of a substantial nature during the past two
fiscal years.
|
| (10) |
Loomis, Sayles & Company, L.P. (“Loomis Sayles”) acts as subadviser to the NVIT Loomis Core Bond Fund, NVIT Loomis Short Term Bond Fund and NVIT Loomis Short Term High Yield Fund. The address of Loomis Sayles is One Financial Center,
Boston, Massachusetts 02111. Loomis Sayles is an investment adviser registered under the Investment Advisers Act of 1940. The information listed below is for the last two fiscal years.
|
|
Name and Position with Investment Adviser
|
Name and Principal Business Address of Other Company
|
Connection with Other Company
|
|
Kevin P. Charleston
Chairman, Chief Executive Officer, President and Director |
Loomis Sayles Funds I
888 Boylston Street, Boston, MA 02199 |
Trustee, President and Chief Executive Officer
|
|
Loomis Sayles Funds II
888 Boylston Street, Boston, MA 02199 |
Trustee
|
|
|
Natixis Funds Trust I
888 Boylston Street, Boston, MA 02199 |
Trustee
|
|
|
Natixis Funds Trust II
888 Boylston Street, Boston, MA 02199 |
Trustee
|
|
|
Natixis Funds Trust IV
888 Boylston Street, Boston, MA 02199 |
Trustee
|
|
|
Natixis ETF Trust
888 Boylston Street, Boston, MA 02199 |
Trustee
|
|
|
Natixis ETF Trust II
888 Boylston Street, Boston, MA 02199 |
Trustee
|
|
|
Gateway Trust
888 Boylston Street, Boston, MA 02199 |
Trustee
|
|
|
Loomis Sayles Distributors, Inc.
One Financial Center, Boston, MA 02111 |
Director
|
|
|
Loomis Sayles Investments Limited
77 Coleman Street, 6th Floor, London, England EC2R 5BJ |
Representative of Loomis Sayles as a corporate Director
|
|
|
Loomis Sayles Trust Company, LLC
One Financial Center, Boston, MA 02111 |
Manager and President
|
|
|
Loomis Sayles Investments Asia Pte. Ltd.
10 Collyer Quay #05-01/03, Ocean Financial Centre, Singapore 049315 |
Director
|
|
|
Loomis Sayles Operating Services, LLC, One Financial Center, Boston, MA 02111 (dissolved 12/20/22)
|
Director, Chairman and President (2020 - 2022)
|
|
|
Loomis Sayles (Netherlands) B.V.
Stadsplateau 7, Utrecht, Netherlands 3521 AZ |
Managing Director
|
|
|
Loomis Sayles Capital Re, SAS
43 avenue Pierre Mendès -France 75013 Paris |
Chairman of the Supervisory Board
|
|
|
NIM-os, LLC
One Financial Center, Boston, MA 02111 |
Manager
|
|
Name and Position with Investment Adviser
|
Name and Principal Business Address of Other Company
|
Connection with Other Company
|
|
Matthew J. Eagan
Co-Head and Portfolio Manager, Full Discretion, and Director |
None.
|
None.
|
|
Daniel J. Fuss
Vice Chairman and Director |
Loomis Sayles Funds I
888 Boylston Street, Boston, MA 02199 |
Executive Vice President (2003 - 2021)
|
|
Loomis Sayles Funds II
888 Boylston Street, Boston, MA 02199 |
Executive Vice President (2003 - 2021)
|
|
|
John R. Gidman
Chief Operating Officer and Director |
Loomis Sayles Operating Services, LLC, One Financial Center, Boston, MA 02111 (dissolved 12/20/22)
|
Director and Chief Executive Officer (2020 - 2022)
|
|
NIM-os Technologies, Inc.
One Financial Center, Boston, MA 02111 |
Director
|
|
|
NIM-os, LLC
One Financial Center, Boston, MA 02111 |
Manager
|
|
|
David L. Giunta
Director |
Natixis Investment Managers, LLC
888 Boylston Street, Boston, MA 02199 |
President and Chief Executive Officer, US; Manager
|
|
Natixis Advisors, LLC
888 Boylston Street, Boston, MA 02199 |
President and Chief Executive Officer; Manager
|
|
|
Natixis Distribution, LLC
888 Boylston Street, Boston, MA 02199 |
President and Chief Executive Officer; Manager
|
|
|
AEW Capital Management, Inc.
Two Seaport Lane, Boston, MA 02210 |
Director
|
|
|
Gateway Investment Advisers, LLC
312 Walnut Street, Cincinnati, OH 45202 |
Manager
|
|
|
Harris Associates, Inc.
111 South Wacker Drive, Suite 4600, Chicago IL 60606 |
Director
|
|
|
Vaughan Nelson Investment Management, Inc.
600 Travis Street, Suite 3800 Houston, TX 77002 |
Director
|
|
|
Loomis Sayles Funds I
888 Boylston Street, Boston, MA 02199 |
Trustee and Executive Vice President
|
|
|
Loomis Sayles Funds II
888 Boylston Street, Boston, MA 02199 |
Trustee, President and Chief Executive Officer
|
|
|
Natixis Funds Trust I
888 Boylston Street, Boston, MA 02199 |
Trustee, President and Chief Executive Officer
|
|
|
Natixis Funds Trust II
888 Boylston Street, Boston, MA 02199 |
Trustee, President and Chief Executive Officer
|
|
|
Natixis Funds Trust IV
888 Boylston Street, Boston, MA 02199 |
Trustee, President and Chief Executive Officer
|
|
|
Natixis ETF Trust
888 Boylston Street, Boston, MA 02199 |
Trustee, President and Chief Executive Officer
|
|
|
Natixis ETF Trust II
888 Boylston Street, Boston, MA 02199 |
Trustee, President and Chief Executive Officer
|
|
|
Gateway Trust
888 Boylston Street, Boston, MA 02199 |
Trustee, President and Chief Executive Officer
|
|
|
NIM-os, LLC
One Financial Center, Boston, MA 02111 |
Manager
|
|
Name and Position with Investment Adviser
|
Name and Principal Business Address of Other Company
|
Connection with Other Company
|
|
Aziz V. Hamzaogullari
Chief Investment Officer, Growth Equity Strategies, Portfolio Manager and Director |
None.
|
None.
|
|
Kinji Kato
Director |
Natixis Investment Managers Japan
Ark Hills South Tower 8F 4-5, Roppongi 1-chome, Minato-ku Tokyo 106-0032 Japan |
Honorary Chairman
|
|
Maurice Leger
Head of Global Distribution and Director |
Loomis Sayles Trust Company, LLC
One Financial Center, Boston, MA 02111 |
Manager
|
|
Loomis Sayles Distributors, L.P.
One Financial Center, Boston, MA 02111 |
President
|
|
|
Loomis Sayles Capital Re, SAS
43 avenue Pierre Mendès -France 75013 Paris |
Supervisory Board Member
|
|
|
Richard G. Raczkowski
Co-Head and Portfolio Manager, Relative Return, and Director |
None.
|
None.
|
|
Name and Position with Investment Adviser
|
Name and Principal Business Address of Other Company
|
Connection with Other Company
|
|
Rebecca O’Brien Radford
General Counsel, Secretary and Director (1/1/23 to present); Deputy General Counsel (2021 to 2023) |
Loomis Sayles Distributors, Inc.
One Financial Center, Boston, MA 02111 |
Director
|
|
Loomis Sayles Investments Limited
77 Coleman Street, 6th Floor, London, England EC2R 5BJ |
General Counsel and Secretary
|
|
|
Loomis Sayles Trust Company, LLC
One Financial Center, Boston, MA 02111 |
Manager and Secretary
|
|
|
Loomis Sayles Operating Services, LLC, One Financial Center, Boston, MA 02111 (dissolved 12/20/22)
|
Director and Secretary (2020 - 2022)
|
|
|
Loomis Sayles Capital Re, SAS
43 avenue Pierre Mendès -France 75013 Paris |
Supervisory Board Member
|
|
|
NIM-os Technologies, Inc.
One Financial Center, Boston, MA 02111 |
Director
|
|
|
NIM-os, LLC
One Financial Center, Boston, MA 02111 |
Manager and General Counsel
|
|
|
Philippe Setbon
Director |
Natixis Investment Managers
59 avenue Pierre Mendès-France, 75013 Paris, France |
Chief Executive Officer (Dec. 2023 – present)
|
|
Natixis
7 Promenade Germaine Sablon, 75013 Paris, France |
Member of Senior Management Committee (Dec. 2023 – present)
|
|
|
Ostrum Asset Management
42 avenue Pierre Mendès-France, 75013 Paris, France |
Chief Executive Officer (2019 – Dec. 2023)
|
|
|
Natixis TradEx Solutions
59 avenue Pierre Mendès-France, 75013 Paris, France |
Director (2020 – present)
|
|
|
Harris Associates L.P.
111 South Wacker Drive, Suite 4600 Chicago, Illinois 60606 |
Director (Jan. 2024 – present)
|
|
|
AEW Capital Management, L.P.
Two Seaport Lane, Boston Massachusetts 02210 |
Director (Jan. 2024 – present)
|
|
|
Susan L. Sieker
Chief Financial Officer and Director |
Loomis Sayles Investments Limited
77 Coleman Street, 6th Floor, London, England EC2R 5BJ |
Chief Financial Officer
|
|
Loomis Sayles Trust Company, LLC
One Financial Center, Boston, MA 02111 |
Manager and Chief Financial Officer
|
|
|
Loomis Sayles Capital Re, SAS
43 avenue Pierre Mendès -France 75013 Paris |
Supervisory Board Member
|
|
|
Loomis Sayles Investments Asia Pte. Ltd.
10 Collyer Quay #05-01/03, Ocean Financial Centre, Singapore 049315 |
Director
|
|
|
NIM-os Technologies, Inc.
One Financial Center, Boston, MA 02111 |
Director
|
|
|
NIM-os, LLC
One Financial Center, Boston, MA 02111 |
Manager and Chief Financial Officer
|
|
Name and Position with Investment Adviser
|
Name and Principal Business Address of Other Company
|
Connection with Other Company
|
|
Elaine M. Stokes
Co-Head and Portfolio Manager, Full Discretion, and Director |
None.
|
None.
|
|
David L. Waldman
Deputy Chief Investment Officer (2013 to 2021), Chief Investment Officer (2021 to present) and Director |
Loomis Sayles Capital Re, SAS
43 avenue Pierre Mendès -France 75013 Paris |
Supervisory Board Member
|
| (11) |
Nationwide Asset Management, LLC (“NWAM”) acts as subadviser to the NVIT Government Bond Fund, NVIT Investor Destinations Managed Growth Fund, NVIT Investor Destinations Managed Growth & Income Fund, NVIT Blueprint® Managed Growth
Fund, NVIT Blueprint® Managed Growth & Income Fund, NVIT Managed American Funds Asset Allocation Fund, NVIT Managed American Funds Growth-Income Fund, and NVIT BlackRock Managed Global Allocation Fund. To the knowledge of the
Registrant, the directors and officers of NWAM have not been engaged in any other business or profession of a substantial nature during the past two fiscal years other than in their capacities as a director or officer of affiliated
entities.
|
| (12) |
Newton Investment Management North America, LLC (“NIMNA”) acts as a subadviser to the NVIT BNY Mellon Dynamic U.S. Core Fund and NVIT BNY Mellon Dynamic U.S. Equity Income Fund. The directors and officers of NIMNA have not been engaged
in any other business or profession of substantial nature during the past two fiscal years.
|
| (13) |
Putnam Investment Management, LLC (“Putnam Management”), acts as subadviser to the NVIT Putnam International Value Fund. The directors and officers of Putnam Investment Management, LLC (“Putnam Management”) have not been engaged during
the past two fiscal years in any business, profession, vocation or employment of a substantial nature other than as directors or officers of Putnam Management or certain of Putnam Management’s corporate affiliates, including other
subsidiaries of Putnam Management’s corporate parent, Franklin Resources, Inc. and investment companies managed by the group. Information as to the business, profession, vocation or employment of a substantial nature of Putnam Management
and the directors and officers of Putnam Management within the past two fiscal years is included in the Form ADV filed by Putnam Management (File No. 801-7974), which is incorporated herein by reference.
|
| (14) |
WCM Investment Management, LLC (“WCM”) acts as subadviser to the NVIT Multi-Manager Small Cap Value Fund. To the knowledge of the Registrant, the directors and officers of WCM have not been engaged in any other business or profession of
a substantial nature during the past two fiscal years.
|
| (15) |
Wellington Management Company LLP (“Wellington Management”) acts as subadviser to the NVIT Real Estate Fund. Wellington Management is an investment adviser registered under the Investment Advisers Act of 1940. During the last two fiscal
years, no partner of Wellington Management has engaged in any other business, profession, vocation or employment of a substantial nature other than that of the business of investment management.
|
| (16) |
Allspring Global Investments, LLC (“Allspring”) acts as subadviser to the NVIT Allspring Discovery Fund. To the knowledge of the Registrant, no director, officer, or partner of Allspring has engaged in any other business, profession,
vocation or employment of a substantial nature in the capacity as director, officer, employee, partner or trustee outside of Allspring.
|
| (17) |
Victory Capital Management Inc. (“Victory Capital”) acts as a subadviser to a portion of the NVIT Victory Mid Cap Value Fund and to the NVIT Strategic Income Fund. Victory Capital is an investment adviser registered under the Investment
Advisers Act of 1940. To the knowledge of the Registrant, the directors and officers of Victory Capital have not been engaged in any other business or profession of a substantial nature during the past two fiscal years other than in their
capacities as a director or officer of affiliated entities.
|
| (18) |
GQG Partners LLC (“GQG”), located at 350 East Las Olas Boulevard, 18th Floor, Fort Lauderdale, Florida 33301, acts as subadviser to the NVIT GQG US Quality Equity Fund. GQG is a Delaware limited liability company founded in 2016 and is
an SEC registered investment adviser. GQG is a wholly owned subsidiary of GQG Partners Inc., a Delaware corporation that is listed on the Australian Securities Exchange. The majority owner of GQG Partners Inc. is QVFT, LLC, which is
controlled by Rajiv Jain, GQG’s Chairman and Chief Investment Officer.
|
GQG provides investment management services for institutions, mutual funds and other investors using emerging markets, global,
international and US equity investment strategies.
ITEM 32. PRINCIPAL UNDERWRITERS
| (a) |
NFD, the principal underwriter of the Trust, also acts as principal underwriter for Nationwide Mutual Funds.
|
| (b) |
Herewith is the information required by the following table with respect to each director, officer or partner of NFD. The address for the persons listed below is One Nationwide Plaza, Columbus, Ohio 43215.
|
|
Name:
|
Position with NFD:
|
Position with Registrant:
|
|
Holly A. Butson
|
Chief Compliance Officer
|
N/A
|
|
Lee T. Cummings
|
President
|
Senior Vice President and Head of Fund Operations
|
|
Ewan T. Roswell
|
Associate Vice President and Treasurer
|
N/A
|
|
Denise L. Skingle
|
Senior Vice President and Secretary
|
N/A
|
|
Jennifer L. Monnin
|
Chief Marketing Officer
|
N/A
|
|
John L. Carter
|
Manager
|
N/A
|
|
Steven A. Ginnan
|
Manager
|
N/A
|
|
Joseph N. Aniano
|
Manager
|
President, Chief Executive Officer and Principal Executive Officer
|
| (c) |
Not applicable.
|
ITEM 33. LOCATION OF ACCOUNTS AND RECORDS
J.P. Morgan Investor Services Co.
1 Beacon Street
Boston, MA 02108-3002
1 Beacon Street
Boston, MA 02108-3002
Nationwide Variable Insurance Trust
One Nationwide Plaza
Columbus, Ohio 43215
One Nationwide Plaza
Columbus, Ohio 43215
ITEM 34. MANAGEMENT SERVICES
Not applicable.
ITEM 35. UNDERTAKINGS
Not applicable.
SIGNATURES
Pursuant to the requirements of the Investment Company Act of 1940, as amended, the Registrant has duly caused this Registration Statement to be signed on
its behalf by the undersigned, thereunto duly authorized, in the city of Columbus, and State of Ohio, on this 2nd day of January, 2026.
|
NATIONWIDE VARIABLE INSURANCE TRUST
|
|||
|
BY:
|
/s/ Allan J. Oster
|
||
|
Allan J. Oster, Attorney-In-Fact for Registrant
|
|||
ATTACHMENTS / EXHIBITS
EXHIBIT A TO THE INVESTMENT ADVISORY AGREEMENT, AMENDED OCTOBER 1, 2025
AMENDMENT TO EXHIBIT A TO THE SUBADVISORY AGREEMENT, AS AMENDED OCTOBER 1, 2025
AMENDMENT TO SUBADVISORY AGREEMENT, AS AMENDED JULY 1, 2025
EXHIBIT A TO THE EXPENSE LIMITATION AGREEMENT
AMENDED AND RESTATED FEE WAIVER AGREEMENT BETWEEN THE TRUST AND NFA, EFFECTIVE AS OF JULY 1, 2025
FEE WAIVER AGREEMENT BETWEEN THE TRUST AND NFA, DATED JULY 1, 2025
POWER OF ATTORNEY WITH RESPECT TO THE TRUST FOR TRACY BOLLIN, DATED JULY 1, 2025
POWER OF ATTORNEY WITH RESPECT TO THE TRUST FOR JOSEPH ANIANO, DATED NOVEMBER 13, 2025
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