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GuideStone Funds

Filed: 10 Dec 20, 5:24pm

SCHEDULE 14C INFORMATION

Information Statement pursuant to Section 14(c) of the

Securities Exchange Act of 1934

 

Filed by the Registrant                     ☒
Filed by a Party other than the Registrant                     ☐

Check the appropriate box:

 

 Preliminary information statement.
 Confidential, for use of the Commission only (as permitted by Rule 14c-5(d)(2)).
 Definitive information statement.

GuideStone Funds

 

(Name of Registrant as Specified in Its Charter)

 

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GUIDESTONE FUNDS

MyDestination 2015 Fund, MyDestination 2025 Fund, MyDestination 2035 Fund, MyDestination 2045 Fund,

MyDestination 2055 Fund, Conservative Allocation Fund, Balanced Allocation Fund,

Growth Allocation Fund, Aggressive Allocation Fund, Money Market Fund, Low-Duration Bond Fund,

Medium-Duration Bond Fund, Extended-Duration Bond Fund, Global Bond Fund,

Strategic Alternatives Fund, Defensive Market Strategies Fund, Equity Index Fund,

Global Real Estate Securities Fund, Value Equity Fund, Growth Equity Fund, Small Cap Equity Fund,

International Equity Index Fund, International Equity Fund and Emerging Markets Equity Fund

5005 Lyndon B. Johnson Freeway

Suite 2200

Dallas, Texas 75244-6152

 

 

INFORMATION STATEMENT

 

 

December 10, 2020

Dear Shareholder:

The enclosed Information Statement discusses actions that have been taken with respect to all of the above-listed series (each, a “Fund”) of GuideStone Funds (the “Trust”).

GuideStone Financial Resources of the Southern Baptist Convention, as the majority shareholder of the Trust, has approved amendments to the Trust’s Amended and Restated Trust Instrument (the “Trust Instrument”) and the Trust’s By-laws (the “By-laws”), including but not limited to moving certain provisions between the Trust Instrument and the By-laws and enhancing flexibility and rights for the Board of Trustees of the Trust.

We are not asking you for a proxy, and you are requested not to send us a proxy. If you have any questions, please call 1-888-GS-FUNDS (1-888-473-8637), and we will be glad to assist you. Thank you for your continued support of GuideStone Funds.

 

  

Very truly yours,

  

/s/ John R. Jones

  

John R. Jones

  

President


GUIDESTONE FUNDS

MyDestination 2015 Fund, MyDestination 2025 Fund, MyDestination 2035 Fund, MyDestination 2045 Fund,

MyDestination 2055 Fund, Conservative Allocation Fund, Balanced Allocation Fund,

Growth Allocation Fund, Aggressive Allocation Fund, Money Market Fund, Low-Duration Bond Fund,

Medium-Duration Bond Fund, Extended-Duration Bond Fund, Global Bond Fund,

Strategic Alternatives Fund, Defensive Market Strategies Fund, Equity Index Fund,

Global Real Estate Securities Fund, Value Equity Fund, Growth Equity Fund, Small Cap Equity Fund,

International Equity Index Fund, International Equity Fund and Emerging Markets Equity Fund

5005 Lyndon B. Johnson Freeway

Suite 2200

Dallas, Texas 75244-6152

 

 

INFORMATION STATEMENT

Important Notice Regarding the

Availability of Information Statement

The Information Statement is available at GuideStoneFunds.com/Disclosures/Fund-Literature.

 

 

December 10, 2020

This document is an Information Statement for shareholders of all series (each, a “Fund” and collectively, the “Funds”) of GuideStone Funds (the “Trust”). GuideStone Capital Management, LLC (the “Adviser”) serves as the investment adviser to the Funds and is located at 5005 Lyndon B. Johnson Freeway, Suite 2200, Dallas, Texas 75244-6152. The Funds’ principal underwriter is Foreside Funds Distributors LLC, whose principal office is located at 400 Berwyn Park, 899 Cassatt Road, Suite 110, Berwyn, Pennsylvania 19312. BNY Mellon Investment Servicing (US) Inc. serves as the Funds’ transfer agent and is located at 760 Moore Road, King of Prussia, Pennsylvania 19406. The Northern Trust Company serves as the Funds’ administration and fund accounting agent and is located at 333 South Wabash Avenue, Chicago, Illinois 60604. This Information Statement will be mailed on or about December 10, 2020, to the shareholders of record of each Fund as of November 30, 2020 (the “Record Date”).

The Trust has obtained the written consent, in lieu of holding a vote at a shareholder meeting, to amend the Trust’s Amended and Restated Trust Instrument (the “Trust Instrument”) and the Trust’s By-laws (the “By-laws”), effective October 1, 2020. As described in the Funds’ prospectus, GuideStone Financial Resources of the Southern Baptist Convention (“GuideStone Financial Resources”) at all times directly or indirectly owns, controls or holds with power to vote of at least 60% of the outstanding shares of the Trust. The Funds will refuse to accept any investment that would result in a change of such control. In addition, GuideStone Financial Resources, as of the date of its approval, directly or indirectly owned, controlled or held with power to vote of at least 60% of each Fund’s shares. This means that GuideStone Financial Resources, which is an affiliate of the Adviser, controls the vote on any matter that requires the approval of a majority of the outstanding shares of the Trust. Therefore, in accordance with the Trust’s governing documents, the amendments to the Trust Instrument and By-laws have been approved by shareholders.

 

1


This Information Statement is provided solely for information purposes. This is not a proxy statement. We are not asking you for a proxy, and you are requested not to send us a proxy.

The Funds will bear the expenses incurred in connection with preparing this Information Statement. The information in this document should be considered to be an Information Statement for purposes of Schedule 14C under the Securities Exchange Act of 1934, as amended.

You may obtain a copy of the Trust’s annual report to shareholders and the most recent semi-annual report, free of charge, by writing to the Trust at 5005 Lyndon B. Johnson Freeway, Suite 2200, Dallas, Texas 75244-6152, by calling toll free at 1-888-GS-FUNDS (1-888-473-8637) or by going to the website at GuideStoneFunds.com.

Appendix A lists the shares of each Fund issued and outstanding as of the Record Date. Appendix B lists the shareholders who owned beneficially or of record more than 5% of the shares of each class of the Funds as of the Record Date. To the knowledge of the Adviser, executive officers and Trustees of the Trust, as a group, owned less than 1% of the outstanding shares of each class of each Fund as of the Record Date.

 

2


I.

All Funds: Amendments to the Amended and Restated Trust Instrument

 

 A.

Overview

Pursuant to Article VI, Section 1 and Article XI, Section 7 of the Trust Instrument, shareholder approval, by vote of the majority of the outstanding shares of the Trust, is required to amend the Trust Instrument. On September 28, 2020, GuideStone Financial Resources, the majority shareholder of the Trust, approved changes to the Trust Instrument by written consent.

 

 B.

Summary of Amendments to the Amended and Restated Trust Instrument

Article II, which governs the Board, is amended to clarify that the Board may, without a vote of a majority of the outstanding of shares of the Trust, fix the number of Trustees. The amendments to Article II also state that the number of Trustees at all times shall remain at least five and also give the Trustees expanded rights to delegate to others.

Article VI, which governs shareholders’ voting powers and meetings, is amended to change quorum requirements for taking action at a shareholder meeting from 50% of outstanding shares entitled to vote in person to more than 50% of outstanding shares as of the record date. The amendments to Article VI also allow for shareholder votes by proxy.

Article IX, which governs limitation of liability and indemnification, is amended to reorganize the description of limitations of liability for Trustees and to extend personal liability protection to Trustees. The amendments to Article IX also increase the indemnification protections of Trustees and other Covered Persons, as the term “Covered Person” is defined in the Trust Instrument, to the fullest extent permitted by law. The amendments to Article IX also clarify that a Covered Person (including a Trustee) is entitled to indemnification after ceasing to be a Covered Person.

Article XI, which governs miscellaneous matters, is amended to fully protect a Trustee who relies on an expert in good faith and also states that Trustees shall be held to the same standard of care, rights and entitlements to indemnification or the advancement of expenses regardless of appointment, designation or identification as chair of the Trustees, member or chair of a committee of the independent Trustees, lead independent Trustee or any other special appointment, designation or identification. The amendments to Article XI also provide that any series of the Trust or any class of shares may be terminated at any time by the Trustees without shareholder approval. The amendments to Article XI further state that any amendment will not limit the rights to insurance, indemnification and advancement provided by the Trust Instrument with respect to acts or omissions of Covered Persons, including Trustees, that occurred prior to such an amendment.

Further, the amendments to the Trust Instrument amend the placement of items within the Trust Instrument as well as move certain items into the By-laws.

 

3


 C.

Summary of Amendments to the By-laws

Article II, which governs meetings of the Board, adds a new section that provides flexibility to the Trustees on the quorum necessary to take action, specifically by providing that the presence of the lesser of three Trustees, or a majority of the number of Trustees then in office (without regard to vacancies), shall constitute a quorum for the transaction of business. The amendments to Article II also add a new section describing the Board’s role in designating committees and in appointing the members of and determining the number of members of each committee. The amendments to Article II also move provisions regarding meetings via telephone or videoconference, waiver of notice and action without a meeting from the Trust Instrument to the By-laws.

Article VI, which governs amendments to the By-laws, provides that the By-laws may be amended by the Trustees, and that no shareholder vote shall be required for any amendment. In addition, GuideStone Financial Resources, as the holder of a majority of the outstanding shares of the Trust, retains its authority to unilaterally amend the By-laws, subject to the provision of notice to the Trustees.

 

II.

Additional Information

Portfolio Transactions. To the extent permitted by law and in accordance with procedures established by the Board, each Fund may engage in brokerage transactions with brokers that are affiliates of the Adviser or the Fund’s sub-advisers, with brokers who are affiliates of such brokers or with unaffiliated brokers who trade or clear through affiliates of the Adviser or the Fund’s sub-advisers. For the fiscal year ended December 31, 2019, the following Funds did engage in affiliated brokerage transactions:

 

FundBroker-DealerAffiliate

Aggregate

Dollar

Amount of

Brokerage

  Commissions  
Paid

Medium-Duration Bond Fund

Goldman, Sachs & Co.Goldman Sachs Asset Management, L.P.$34,063

Emerging Markets Equity Fund

Goldman, Sachs & Co.Goldman Sachs Asset Management, L.P.$772

Shareholder Communications. The Board has provided for a process by which shareholders may send communications to the Board. If a shareholder wishes to send a communication to the Board, or to a specified Trustee, the communication should be submitted in writing to Matthew A. Wolfe, Chief Compliance Officer, Chief Legal Officer and Secretary, GuideStone Funds, 5005 Lyndon B. Johnson Freeway, Suite 2200, Dallas, Texas 75244-6152, who will forward such communication to the Trustee(s).

 

4


Multiple Shareholders in a Household. If you are a member of a household in which multiple shareholders of the Fund(s) share the same address, and the Fund(s) or your broker or bank (for “street name” accounts) has received consent to household material, then the Fund(s) or your broker or bank may have sent to your household only one copy of this Information Statement (the “Materials”), unless the Fund(s) or your broker or bank previously received contrary instructions from a shareholder in your household. If you are part of a household that has received only one copy of the Materials, the Fund(s) will deliver promptly a separate copy of the Materials to you upon written or oral request. To receive a separate copy of the Materials, or if you would like to receive a separate copy of future information statements, proxy statements, prospectuses or annual reports, please contact the Trust by writing to the Trust at 5005 Lyndon B. Johnson Freeway, Suite 2200, Dallas, Texas 75244-6152 or by calling 1-888-GS-FUNDS (1- 888-473- 8637). If you are now receiving multiple copies of these documents and would like to receive a single copy in the future, please contact the Trust at the telephone number or address stated above.

 

 

By Order of the Board of Trustees,

 

/s/ Matthew A. Wolfe

 

Matthew A. Wolfe

 

Chief Compliance Officer, Chief Legal Officer and

 

Secretary of the Trust

December 10, 2020

 

5


APPENDIX A

ISSUED AND OUTSTANDING SHARES AS OF NOVEMBER 30, 2020

 

Fund  Institutional Class  Investor Class 

MyDestination 2015 Fund

   14,971,672.362   46,716,124.472 

MyDestination 2025 Fund

   38,838,752.444   96,207,191.841 

MyDestination 2035 Fund

   32,544,649.066   65,542,480.125 

MyDestination 2045 Fund

 �� 28,623,188.856   48,833,132.156 

MyDestination 2055 Fund

   8,164,114.122       11,859,826.191     

Conservative Allocation Fund

   11,070,614.719   33,571,949.762 

Balanced Allocation Fund

   33,349,563.446   90,432,531.863 

Growth Allocation Fund

   28,964,493.944   66,386,010.801 

Aggressive Allocation Fund

   21,080,949.832   62,004,439.908 

Money Market Fund

   1,242,121,517.630   491,718,956.060 

Low-Duration Bond Fund

   58,275,629.971   17,264,219.128 

Medium-Duration Bond Fund

   100,984,305.120   25,086,061.246 

Extended-Duration Bond Fund

   7,158,577.188   7,307,459.793 

Global Bond Fund

   50,095,618.414   11,099,517.271 

Strategic Alternatives Fund

   32,795,938.153   4,479,628.304 

Defensive Market Strategies Fund

   64,556,531.520   28,237,364.973 

Equity Index Fund

   42,987,109.915   17,112,299.265 

Global Real Estate Securities Fund

   18,026,024.170   8,613,587.319 

Value Equity Fund

   46,624,701.148   17,825,466.325 

Growth Equity Fund

   30,603,854.020   27,609,154.689 

Small Cap Equity Fund

   23,274,738.455   14,047,686.547 

International Equity Index Fund

   69,216,499.009   N/A 

International Equity Fund

   70,100,446.294   23,275,981.609 

Emerging Markets Equity Fund

   50,284,662.955   7,151,424.693 

 

A-1


APPENDIX B

SHAREHOLDERS OWNING BENEFICIALLY OR OF RECORD

MORE THAN 5% OF GUIDESTONE FUNDS

 

Name of FundShareholder Name and Address

Number and Percentage of
Shares Beneficially Owned
as of

November 30, 2020

(Percentage of shares

owned rounded to the

nearest whole percentage)

MyDestination 2015 Fund

Investor Class

GuideStone Church Retirement Plan

PO Box 819109

Dallas, TX 75381-9109

28,156,384.581  60%  

MyDestination 2015 Fund

Investor Class

GuideStone 403(b)(9) Employer Plan

PO Box 819109

Dallas, TX 75381-9109

14,134,223.90430%

MyDestination 2025 Fund

Investor Class

GuideStone Church Retirement Plan

PO Box 819109

Dallas, TX 75381-9109

61,444,572.95564%

MyDestination 2025 Fund

Investor Class

GuideStone 403(b)(9) Employer Plan

PO Box 819109

Dallas, TX 75381-9109

28,896,775.82130%

MyDestination 2035 Fund

Investor Class

GuideStone Church Retirement Plan

PO Box 819109

Dallas, TX 75381-9109

42,740,805.55165%

MyDestination 2035 Fund

Investor Class

GuideStone 403(b)(9) Employer Plan

PO Box 819109

Dallas, TX 75381-9109

19,998,561.93531%

MyDestination 2045 Fund

Investor Class

GuideStone Church Retirement Plan

PO Box 819109

Dallas, TX 75381-9109

31,953,994.95965%

MyDestination 2045 Fund

Investor Class

GuideStone 403(b)(9) Employer Plan

PO Box 819109

Dallas, TX 75381-9109

15,182,421.37331%

MyDestination 2055 Fund

Investor Class

GuideStone Church Retirement Plan

PO Box 819109

Dallas, TX 75381-9109

7,177,555.44161%

MyDestination 2055 Fund

Investor Class

GuideStone 403(b)(9) Employer Plan

PO Box 819109

Dallas, TX 75381-9109

4,223,258.54636%

Conservative Allocation Fund

Investor Class

GuideStone Church Retirement Plan

PO Box 819109

Dallas, TX 75381-9109

18,611,576.91955%

Conservative Allocation Fund

Investor Class

GuideStone 403(b)(9) Employer Plan

PO Box 819109

Dallas, TX 75381-9109

8,573,998.64326%

Balanced Allocation Fund

Investor Class

GuideStone Church Retirement Plan

PO Box 819109

Dallas, TX 75381-9109

62,041,661.73169%

Balanced Allocation Fund

Investor Class

GuideStone 403(b)(9) Employer Plan

PO Box 819109

Dallas, TX 75381-9109

19,383,747.25621%

 

B-1


Name of FundShareholder Name and Address

Number and Percentage of
Shares Beneficially Owned
as of

November 30, 2020

(Percentage of shares

owned rounded to the

nearest whole percentage)

Growth Allocation Fund

Investor Class

GuideStone Church Retirement Plan

PO Box 819109

Dallas, TX 75381-9109

44,292,286.229  67%  

Growth Allocation Fund

Investor Class

GuideStone 403(b)(9) Employer Plan

PO Box 819109

Dallas, TX 75381-9109

17,981,244.38327%

Aggressive Allocation Fund

Investor Class

GuideStone Church Retirement Plan

PO Box 819109

Dallas, TX 75381-9109

47,139,954.63476%

Aggressive Allocation Fund

Investor Class

GuideStone 403(b)(9) Employer Plan

PO Box 819109

Dallas, TX 75381-9109

12,169,399.37720%

Money Market Fund

Investor Class

GuideStone Church Retirement Plan

PO Box 819109

Dallas, TX 75381-9109

298,899,051.69061%

Money Market Fund

Investor Class

GuideStone 403(b)(9) Employer Plan

PO Box 819109

Dallas, TX 75381-9109

110,327,723.66022%

Low-Duration Bond Fund

Investor Class

GuideStone Church Retirement Plan

PO Box 819109

Dallas, TX 75381-9109

9,074,243.71653%

Low-Duration Bond Fund

Investor Class

GuideStone 403(b)(9) Employer Plan

PO Box 819109

Dallas, TX 75381-9109

4,274,981.00925%

Low-Duration Bond Fund

Investor Class

GuideStone Financial Resources

Voluntary Annuity Plan (VAP)

PO Box 819109

Dallas, TX 75381-9109

869,784.5905%

Medium-Duration Bond Fund

Investor Class

GuideStone Church Retirement Plan

PO Box 819109

Dallas, TX 75381-9109

12,303,318.41749%

Medium-Duration Bond Fund

Investor Class

GuideStone 403(b)(9) Employer Plan

PO Box 819109

Dallas, TX 75381-9109

5,347,487.72321%

Extended-Duration Bond Fund

Investor Class

GuideStone Church Retirement Plan

PO Box 819109

Dallas, TX 75381-9109

4,770,366.59365%

Extended-Duration Bond Fund

Investor Class

GuideStone 403(b)(9) Employer Plan

PO Box 819109

Dallas, TX 75381-9109

1,517,228.36221%

Global Bond Fund

Investor Class

GuideStone Church Retirement Plan

PO Box 819109

Dallas, TX 75381-9109

5,082,610.92546%

Global Bond Fund

Investor Class

GuideStone 403(b)(9) Employer Plan

PO Box 819109

Dallas, TX 75381-9109

2,150,435.88819%

 

B-2


Name of FundShareholder Name and Address

Number and Percentage of
Shares Beneficially Owned
as of

November 30, 2020

(Percentage of shares

owned rounded to the

nearest whole percentage)

Global Bond Fund

Investor Class

National Financial Services LLC

For the Exclusive Benefit of Our Customers

Attn: Mutual Funds Dept 4th Floor

499 Washington Blvd

Jersey City, NJ 07310-2010

817,629.8957%

Strategic Alternatives Fund

Investor Class

GuideStone Church Retirement Plan

PO Box 819109

Dallas, TX 75381-9109

2,498,405.376  56%  

Strategic Alternatives Fund

Investor Class

GuideStone 403(b)(9) Employer Plan

PO Box 819109

Dallas, TX 75381-9109

1,259,107.70828%

Strategic Alternatives Fund

Investor Class

GuideStone Financial Resources

Voluntary Annuity Plan (VAP)

PO Box 819109

Dallas, TX 75381-9109

312,473.6357%

Defensive Market Strategies Fund

Investor Class

GuideStone Church Retirement Plan

PO Box 819109

Dallas, TX 75381-9109

12,394,752.40244%

Defensive Market Strategies Fund

Investor Class

GuideStone 403(b)(9) Employer Plan

PO Box 819109

Dallas, TX 75381-9109

5,232,845.48819%

Defensive Market Strategies Fund

Investor Class

Charles Schwab & Co Inc

Special Custody Account FBO Customers

Attn: Mutual Funds

101 Montgomery Street

San Francisco, CA 94104-4122

2,216,773.6968%

Equity Index Fund

Investor Class

GuideStone Church Retirement Plan

PO Box 819109

Dallas, TX 75381-9109

9,312,929.17654%

Equity Index Fund

Investor Class

GuideStone 403(b)(9) Employer Plan

PO Box 819109

Dallas, TX 75381-9109

4,167,287.38424%

Global Real Estate Securities Fund

Investor Class

GuideStone Church Retirement Plan

PO Box 819109

Dallas, TX 75381-9109

5,097,033.34659%

Global Real Estate Securities Fund

Investor Class

GuideStone 403(b)(9) Employer Plan

PO Box 819109

Dallas, TX 75381-9109

1,850,827.83721%

Global Real Estate Securities Fund

Investor Class

National Financial Services LLC

For the Exclusive Benefit of Our Customers

Attn: Mutual Funds Dept 4th Floor

499 Washington Blvd

Jersey City, NJ 07310-2010

493,674.4816%

Value Equity Fund

Investor Class

GuideStone Church Retirement Plan

PO Box 819109

Dallas, TX 75381-9109

11,546,065.01665%

 

B-3


Name of FundShareholder Name and Address

Number and Percentage of
Shares Beneficially Owned
as of

November 30, 2020

(Percentage of shares

owned rounded to the

nearest whole percentage)

Value Equity Fund

Investor Class

GuideStone 403(b)(9) Employer Plan

PO Box 819109

Dallas, TX 75381-9109

3,994,750.249  22%  

Growth Equity Fund

Investor Class

GuideStone Church Retirement Plan

PO Box 819109

Dallas, TX 75381-9109

18,677,376.36668%

Growth Equity Fund

Investor Class

GuideStone 403(b)(9) Employer Plan

PO Box 819109

Dallas, TX 75381-9109

5,919,328.20721%

Small Cap Equity Fund

Investor Class

GuideStone Church Retirement Plan

PO Box 819109

Dallas, TX 75381-9109

9,715,001.51769%

Small Cap Equity Fund

Investor Class

GuideStone 403(b)(9) Employer Plan

PO Box 819109

Dallas, TX 75381-9109

3,094,856.96722%

International Equity Fund

Investor Class

GuideStone Church Retirement Plan

PO Box 819109

Dallas, TX 75381-9109

13,524,110.25058%

International Equity Fund

Investor Class

GuideStone 403(b)(9) Employer Plan

PO Box 819109

Dallas, TX 75381-9109

5,017,825.16122%

Emerging Markets Equity Fund

Investor Class

GuideStone Church Retirement Plan

PO Box 819109

Dallas, TX 75381-9109

3,583,920.28250%

Emerging Markets Equity Fund

Investor Class

GuideStone 403(b)(9) Employer Plan

PO Box 819109

Dallas, TX 75381-9109

1,565,093.92222%

Emerging Markets Equity Fund

Investor Class

LPL Financial (FBO)

Customer Accounts

Attn: Mutual Fund Operations

PO Box 509046

San Diego, CA 92150-9046

601,186.7538%

Emerging Markets Equity Fund

Investor Class

GuideStone Financial Resources

Protection Benefit Plan

PO Box 819109

Dallas, TX 75381-9109

378,361.2305%

MyDestination 2015 Fund

Institutional Class

GuideStone 403(b)(9) Employer Plan

PO Box 819109

Dallas, TX 75381-9109

14,064,169.50194%

MyDestination 2025 Fund

Institutional Class

GuideStone 403(b)(9) Employer Plan

PO Box 819109

Dallas, TX 75381-9109

35,007,754.97890%

MyDestination 2035 Fund

Institutional Class

GuideStone 403(b)(9) Employer Plan

PO Box 819109

Dallas, TX 75381-9109

29,053,564.30189%

MyDestination 2045 Fund

Institutional Class

GuideStone 403(b)(9) Employer Plan

PO Box 819109

Dallas, TX 75381-9109

25,560,380.63989%

 

B-4


Name of FundShareholder Name and Address

Number and Percentage of
Shares Beneficially Owned
as of

November 30, 2020

(Percentage of shares

owned rounded to the

nearest whole percentage)

MyDestination 2045 Fund

Institutional Class

TIAA FSB CUST TTEE (FBO)

Retirement Plans For Which TIAA

Acts as Record Keeper

Attn: Trust Operations

211 North Broadway Suite 1000

St. Louis, MO 63102-2733

1,808,230.9786%

MyDestination 2055 Fund

Institutional Class

GuideStone 403(b)(9) Employer Plan

PO Box 819109

Dallas, TX 75381-9109

7,281,159.640  89%  

Conservative Allocation Fund

Institutional Class

GuideStone 403(b)(9) Employer Plan

PO Box 819109

Dallas, TX 75381-9109

9,442,906.72085%

Conservative Allocation Fund

Institutional Class

TIAA FSB CUST TTEE (FBO)

Retirement Plans For Which TIAA

Acts as Record Keeper

Attn: Trust Operations

211 North Broadway Suite 1000

St. Louis, MO 63102-2733

663,005.8016%

Balanced Allocation Fund

Institutional Class

GuideStone 403(b)(9) Employer Plan

PO Box 819109

Dallas, TX 75381-9109

26,647,854.13180%

Balanced Allocation Fund

Institutional Class

TIAA FSB CUST TTEE (FBO)

Retirement Plans For Which TIAA

Acts as Record Keeper

Attn: Trust Operations

211 North Broadway Suite 1000

St. Louis, MO 63102-2733

3,859,872.54812%

Growth Allocation Fund

Institutional Class

GuideStone 403(b)(9) Employer Plan

PO Box 819109

Dallas, TX 75381-9109

26,607,075.46092%

Growth Allocation Fund

Institutional Class

TIAA FSB CUST TTEE (FBO)

Retirement Plans For Which TIAA

Acts as Record Keeper

Attn: Trust Operations

211 North Broadway Suite 1000

St. Louis, MO 63102-2733

1,539,683.5235%

Aggressive Allocation Fund

Institutional Class

GuideStone 403(b)(9) Employer Plan

PO Box 819109

Dallas, TX 75381-9109

17,654,501.69884%

Aggressive Allocation Fund

Institutional Class

GuideStone Financial Resources

Variable Benefit Plan

PO Box 819109

Dallas, TX 75381-9109

1,430,388.6487%

 

B-5


Name of FundShareholder Name and Address

Number and Percentage of
Shares Beneficially Owned
as of

November 30, 2020

(Percentage of shares

owned rounded to the

nearest whole percentage)

Aggressive Allocation Fund

Institutional Class

TIAA FSB CUST TTEE (FBO)

Retirement Plans For Which TIAA

Acts as Record Keeper

Attn: Trust Operations

211 North Broadway Suite 1000

St. Louis, MO 63102-2733

1,391,601.1537%

Money Market Fund

Institutional Class

GuideStone Financial Resources

Money Mkt Liq Medium Duration Bond Fund

PO Box 819109

Dallas, TX 75381-9109

162,973,409.600  13%  

Money Market Fund

Institutional Class

GuideStone 403(b)(9) Employer Plan

PO Box 819109

Dallas, TX 75381-9109

153,045,780.17012%

Money Market Fund

Institutional Class

GuideStone Financial Resources

Money Mkt Liq Defensive Market Strategies Fund

PO Box 819109

Dallas, TX 75381-9109

84,791,060.3607%

Money Market Fund

Institutional Class

GuideStone Financial Resources

Money Mkt Liq International Equity Fund

PO Box 819109

Dallas, TX 75381-9109

71,057,892.5406%

Money Market Fund

Institutional Class

GuideStone Financial Resources

Strategic Alternatives Fund

PO Box 819109

Dallas, TX 75381-9109

68,736,824.9006%

Money Market Fund

Institutional Class

GuideStone Financial Resources

Global Bond Fund

PO Box 2190

Dallas, TX 75221-2190

65,751,454.9105%

Low-Duration Bond Fund

Institutional Class

GuideStone Financial Resources

Conservative Allocation Fund

PO Box 819109

Dallas, TX 75381-9109

18,866,646.51132%

Low-Duration Bond Fund

Institutional Class

GuideStone Financial Resources

MyDestination 2015 Fund

PO Box 819109

Dallas, TX 75381-9109

7,682,055.64113%

Low-Duration Bond Fund

Institutional Class

GuideStone Financial Resources

MyDestination 2025 Fund

PO Box 819109

Dallas, TX 75381-9109

7,625,582.43913%

Low-Duration Bond Fund

Institutional Class

GuideStone Financial Resources

Balanced Allocation Fund

PO Box 819109

Dallas, TX 75381-9109

7,210,131.33712%

 

B-6


Name of FundShareholder Name and Address

Number and Percentage of
Shares Beneficially Owned
as of

November 30, 2020

(Percentage of shares

owned rounded to the

nearest whole percentage)

Low-Duration Bond Fund

Institutional Class

GuideStone 403(b)(9) Employer Plan

PO Box 819109

Dallas, TX 75381-9109

3,640,019.5796%

Medium-Duration Bond Fund

Institutional Class

GuideStone Financial Resources

MyDestination 2025 Fund

PO Box 819109

Dallas, TX 75381-9109

23,754,385.948  24%  

Medium-Duration Bond Fund

Institutional Class

GuideStone Financial Resources

Balanced Allocation Fund

PO Box 819109

Dallas, TX 75381-9109

23,248,877.90723%

Medium-Duration Bond Fund

Institutional Class

GuideStone Financial Resources

MyDestination 2035 Fund

PO Box 819109

Dallas, TX 75381-9109

12,775,350.51213%

Medium-Duration Bond Fund

Institutional Class

GuideStone Financial Resources

MyDestination 2015 Fund

PO Box 819109

Dallas, TX 75381-9109

11,113,028.61611%

Medium-Duration Bond Fund

Institutional Class

GuideStone Financial Resources

Growth Allocation Fund

PO Box 819109

Dallas, TX 75381-9109

7,820,186.8478%

Extended-Duration Bond Fund

Institutional Class

GuideStone Financial Resources

Balanced Allocation Fund

PO Box 819109

Dallas, TX 75381-9109

3,467,324.33448%

Extended-Duration Bond Fund

Institutional Class

GuideStone 403(b)(9) Employer Plan

PO Box 819109

Dallas, TX 75381-9109

2,072,892.85329%

Extended-Duration Bond Fund

Institutional Class

GuideStone Financial Resources

Growth Allocation Fund

PO Box 819109

Dallas, TX 75381-9109

1,205,663.39617%

Global Bond Fund

Institutional Class

GuideStone Financial Resources

Balanced Allocation Fund

PO Box 819109

Dallas, TX 75381-9109

13,037,927.62526%

Global Bond Fund

Institutional Class

GuideStone Financial Resources

MyDestination 2025 Fund

PO Box 819109

Dallas, TX 75381-9109

11,591,553.48423%

Global Bond Fund

Institutional Class

GuideStone Financial Resources

MyDestination 2015 Fund

PO Box 819109

Dallas, TX 75381-9109

6,840,038.68414%

 

B-7


Name of FundShareholder Name and Address

Number and Percentage of
Shares Beneficially Owned
as of

November 30, 2020

(Percentage of shares

owned rounded to the

nearest whole percentage)

Global Bond Fund

Institutional Class

GuideStone Financial Resources

MyDestination 2035 Fund

PO Box 819109

Dallas, TX 75381-9109

4,786,342.757  10%  

Global Bond Fund

Institutional Class

GuideStone Financial Resources

Growth Allocation Fund

PO Box 819109

Dallas, TX 75381-9109

4,496,159.9479%

Strategic Alternatives Fund

Institutional Class

GuideStone Financial Resources

Balanced Allocation Fund

PO Box 819109

Dallas, TX 75381-9109

6,071,547.09719%

Strategic Alternatives Fund

Institutional Class

GuideStone Financial Resources

MyDestination 2025 Fund

PO Box 819109

Dallas, TX 75381-9109

4,079,782.02212%

Strategic Alternatives Fund

Institutional Class

GuideStone Financial Resources

Fixed Benefit Plan

PO Box 819109

Dallas, TX 75381-9109

3,643,361.28111%

Strategic Alternatives Fund

Institutional Class

GuideStone Financial Resources

MyDestination 2015 Fund

PO Box 819109

Dallas, TX 75381-9109

3,277,414.70510%

Strategic Alternatives Fund

Institutional Class

GuideStone Financial Resources

Operating Reserves Tier 2

PO Box 819109

Dallas, TX 75381-9109

3,250,356.40710%

Strategic Alternatives Fund

Institutional Class

GuideStone Financial Resources

Growth Allocation Fund

PO Box 819109

Dallas, TX 75381-9109

2,949,414.1209%

Strategic Alternatives Fund

Institutional Class

GuideStone Financial Resources

Conservative Allocation Fund

PO Box 819109

Dallas, TX 75381-9109

2,574,652.3098%

Defensive Market Strategies Fund

Institutional Class

GuideStone Financial Resources

MyDestination 2025 Fund

PO Box 819109

Dallas, TX 75381-9109

12,604,160.99920%

Defensive Market Strategies Fund

Institutional Class

GuideStone Financial Resources

Balanced Allocation Fund

PO Box 819109

Dallas, TX 75381-9109

11,963,017.06319%

Defensive Market Strategies Fund

Institutional Class

GuideStone 403(b)(9) Employer Plan

PO Box 819109

Dallas, TX 75381-9109

6,181,294.00010%

 

B-8


Name of FundShareholder Name and Address

Number and Percentage of
Shares Beneficially Owned
as of

November 30, 2020

(Percentage of shares

owned rounded to the

nearest whole percentage)

Defensive Market Strategies Fund

Institutional Class

GuideStone Financial Resources

MyDestination 2015 Fund

PO Box 819109

Dallas, TX 75381-9109

5,286,694.0498%

Defensive Market Strategies Fund

Institutional Class

GuideStone Financial Resources

MyDestination 2035 Fund

PO Box 819109

Dallas, TX 75381-9109

5,117,528.4068%

Defensive Market Strategies Fund

Institutional Class

GuideStone Financial Resources

Growth Allocation Fund

PO Box 819109

Dallas, TX 75381-9109

4,136,066.0106%

Defensive Market Strategies Fund

Institutional Class

GuideStone Financial Resources

Operating Reserves Tier 2

PO Box 819109

Dallas, TX 75381-9109

3,480,203.7775%

Equity Index Fund

Institutional Class

GuideStone Financial Resources

MyDestination 2035 Fund

PO Box 819109

Dallas, TX 75381-9109

9,656,940.64522%

Equity Index Fund

Institutional Class

GuideStone Financial Resources

MyDestination 2045 Fund

PO Box 819109

Dallas, TX 75381-9109

8,963,368.393  21%  

Equity Index Fund

Institutional Class

GuideStone Financial Resources

MyDestination 2025 Fund

PO Box 819109

Dallas, TX 75381-9109

8,695,415.99120%

Equity Index Fund

Institutional Class

GuideStone 403(b)(9) Employer Plan

PO Box 819109

Dallas, TX 75381-9109

4,643,586.25711%

Equity Index Fund

Institutional Class

GuideStone Financial Resources

MyDestination 2055 Fund

PO Box 819109

Dallas, TX 75381-9109

3,385,905.7498%

Equity Index Fund

Institutional Class

GuideStone Financial Resources

MyDestination 2015 Fund

PO Box 819109

Dallas, TX 75381-9109

2,797,086.9997%

Global Real Estate Securities Fund

Institutional Class

GuideStone Financial Resources

Growth Allocation Fund

PO Box 819109

Dallas, TX 75381-9109

4,044,079.90022%

Global Real Estate Securities Fund

Institutional Class

GuideStone Financial Resources

Balanced Allocation Fund

PO Box 819109

Dallas, TX 75381-9109

3,515,553.64720%

 

B-9


Name of FundShareholder Name and Address

Number and Percentage of
Shares Beneficially Owned
as of

November 30, 2020

(Percentage of shares

owned rounded to the

nearest whole percentage)

Global Real Estate Securities Fund

Institutional Class

GuideStone 403(b)(9) Employer Plan

PO Box 819109

Dallas, TX 75381-9109

2,109,785.167  12%  

Global Real Estate Securities Fund

Institutional Class

GuideStone Financial Resources

MyDestination 2025 Fund

PO Box 819109

Dallas, TX 75381-9109

1,857,032.59610%

Global Real Estate Securities Fund

Institutional Class

GuideStone Financial Resources

MyDestination 2035 Fund

PO Box 819109

Dallas, TX 75381-9109

1,693,896.0729%

Global Real Estate Securities Fund

Institutional Class

GuideStone Financial Resources

MyDestination 2045 Fund

PO Box 819109

Dallas, TX 75381-9109

1,485,988.9648%

Value Equity Fund

Institutional Class

GuideStone Financial Resources

Aggressive Allocation Fund

PO Box 819109

Dallas, TX 75381-9109

15,630,906.53534%

Value Equity Fund

Institutional Class

GuideStone Financial Resources

Growth Allocation Fund

PO Box 819109

Dallas, TX 75381-9109

13,107,095.49928%

Value Equity Fund

Institutional Class

GuideStone Financial Resources

Balanced Allocation Fund

PO Box 819109

Dallas, TX 75381-9109

9,598,727.76721%

Value Equity Fund

Institutional Class

GuideStone 403(b)(9) Employer Plan

PO Box 819109

Dallas, TX 75381-9109

4,104,783.9949%

Growth Equity Fund

Institutional Class

GuideStone Financial Resources

Aggressive Allocation Fund

PO Box 819109

Dallas, TX 75381-9109

8,529,669.97928%

Growth Equity Fund

Institutional Class

GuideStone Financial Resources

Growth Allocation Fund

PO Box 819109

Dallas, TX 75381-9109

7,205,071.63724%

Growth Equity Fund

Institutional Class

GuideStone 403(b)(9) Employer Plan

PO Box 819109

Dallas, TX 75381-9109

6,460,889.03521%

Growth Equity Fund

Institutional Class

GuideStone Financial Resources

Balanced Allocation Fund

PO Box 819109

Dallas, TX 75381-9109

5,201,702.35017%

Small Cap Equity Fund

Institutional Class

GuideStone 403(b)(9) Employer Plan

PO Box 819109

Dallas, TX 75381-9109

3,571,255.50115%

 

B-10


Name of FundShareholder Name and Address

Number and Percentage of
Shares Beneficially Owned
as of

November 30, 2020

(Percentage of shares

owned rounded to the

nearest whole percentage)

Small Cap Equity Fund

Institutional Class

GuideStone Financial Resources

Aggressive Allocation Fund

PO Box 819109

Dallas, TX 75381-9109

3,299,635.605  14%  

Small Cap Equity Fund

Institutional Class

GuideStone Financial Resources

Growth Allocation Fund

PO Box 819109

Dallas, TX 75381-9109

2,705,308.07412%

Small Cap Equity Fund

Institutional Class

GuideStone Financial Resources

MyDestination 2035 Fund

PO Box 819109

Dallas, TX 75381-9109

2,684,899.34312%

Small Cap Equity Fund

Institutional Class

GuideStone Financial Resources

MyDestination 2045 Fund

PO Box 819109

Dallas, TX 75381-9109

2,509,623.94811%

Small Cap Equity Fund

Institutional Class

GuideStone Financial Resources

MyDestination 2025 Fund

PO Box 819109

Dallas, TX 75381-9109

2,452,384.06911%

Small Cap Equity Fund

Institutional Class

GuideStone Financial Resources

Balanced Allocation Fund

PO Box 819109

Dallas, TX 75381-9109

1,935,063.8928%

International Equity Index Fund

Institutional Class

GuideStone Financial Resources

MyDestination 2035 Fund

PO Box 819109

Dallas, TX 75381-9109

19,123,346.23428%

International Equity Index Fund

Institutional Class

GuideStone Financial Resources

MyDestination 2045 Fund

PO Box 819109

Dallas, TX 75381-9109

17,847,248.77126%

International Equity Index Fund

Institutional Class

GuideStone Financial Resources

MyDestination 2025 Fund

PO Box 819109

Dallas, TX 75381-9109

17,202,806.33625%

International Equity Index Fund

Institutional Class

GuideStone Financial Resources

MyDestination 2055 Fund

PO Box 819109

Dallas, TX 75381-9109

6,675,387.17610%

International Equity Index Fund

Institutional Class

GuideStone Financial Resources

MyDestination 2015 Fund

PO Box 819109

Dallas, TX 75381-9109

5,530,522.7018%

International Equity Fund

Institutional Class

GuideStone Financial Resources

Aggressive Allocation Fund

PO Box 819109

Dallas, TX 75381-9109

23,076,441.54233%

 

B-11


Name of FundShareholder Name and Address

Number and Percentage of
Shares Beneficially Owned
as of

November 30, 2020

(Percentage of shares

owned rounded to the

nearest whole percentage)

International Equity Fund

Institutional Class

GuideStone Financial Resources

Growth Allocation Fund

PO Box 819109

Dallas, TX 75381-9109

19,267,746.205  27%  

International Equity Fund

Institutional Class

GuideStone Financial Resources

Balanced Allocation Fund

PO Box 819109

Dallas, TX 75381-9109

14,390,403.69421%

International Equity Fund

Institutional Class

GuideStone 403(b)(9) Employer Plan

PO Box 819109

Dallas, TX 75381-9109

4,845,207.5127%

Emerging Markets Equity Fund

Institutional Class

GuideStone Financial Resources

Aggressive Allocation Fund

PO Box 819109

Dallas, TX 75381-9109

9,548,576.37119%

Emerging Markets Equity Fund

Institutional Class

GuideStone Financial Resources

Growth Allocation Fund

PO Box 819109

Dallas, TX 75381-9109

7,896,620.84916%

Emerging Markets Equity Fund

Institutional Class

GuideStone Financial Resources

MyDestination 2035 Fund

PO Box 819109

Dallas, TX 75381-9109

6,735,348.47913%

Emerging Markets Equity Fund

Institutional Class

GuideStone Financial Resources

MyDestination 2045 Fund

PO Box 819109

Dallas, TX 75381-9109

6,286,082.22013%

Emerging Markets Equity Fund

Institutional Class

GuideStone Financial Resources

MyDestination 2025 Fund

PO Box 819109

Dallas, TX 75381-9109

6,129,503.16612%

Emerging Markets Equity Fund

Institutional Class

GuideStone Financial Resources

Balanced Allocation Fund

PO Box 819109

Dallas, TX 75381-9109

5,775,909.63511%

 

B-12