Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SERVI | — | IRVINE, CA | RECORDKEEPER | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PASI, LLC | — | FARMINGTON, CT | CONTRACT ADMIN | $7K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds Fundamental Investors R6 48,762 shares | Other securities | — | — | $3.9M | 15.1% | |
| American Funds Growth Fund of Amer R6 44,708 shares | Other securities | — | — | $3.3M | 12.8% | |
| American Funds 2025 Target Date Fund R6 139,897 shares | Other securities | — | — | $2.1M | 8.1% | |
| American Funds Washington Mutual R6 25,218 shares | Other securities | — | — | $1.5M | 5.9% | |
| American Funds 2030 Target Date Fund R6 86,765 shares | Other securities | — | — | $1.5M | 5.7% | |
| American Funds 2020 Target Date Fund R6 89,803 shares | Other securities | — | — | $1.2M | 4.6% | |
| American Funds 2035 Target Date Fund R6 56,323 shares | Other securities | — | — | $1.1M | 4.1% | |
| American Funds 2045 Target Date Fund R6 49,326 shares | Other securities | — | — | $1.0M | 4.0% | |
| American Funds Capital World G/I R6 16,372 shares | Other securities | — | — | $1.0M | 4.0% | |
| Money Market *American Funds U.S. Government Money Market Fund Class R6 877,645 shares | Cash / Money Market | — | — | $970K | 3.7% | |
| American Funds 2050 Target Date Fund R6 45,922 shares | Other securities | — | — | $960K | 3.7% | |
| American Funds American Balanced R6 27,338 shares | Other securities | — | — | $939K | 3.6% | |
| American Funds 2040 Target Date Fund R6 44,218 shares | Other securities | — | — | $909K | 3.5% | |
| American Funds New Perspective R6 13,022 shares | Other securities | — | — | $809K | 3.1% | |
| American Funds Amcap R6 15,831 shares | Other securities | — | — | $693K | 2.7% | |
| American Funds Smallcap World R6 8,931 shares | Other securities | — | — | $625K | 2.4% | |
| American Funds 2055 Target Date Fund R6 22,884 shares | Other securities | — | — | $605K | 2.3% | |
| American Funds New Economy R6 8,929 shares | Other securities | — | — | $551K | 2.1% | |
| American Funds Bond Fund of Amer R6 47,810 shares | Other securities | — | — | $533K | 2.0% | |
| American Funds Invmt Co of America R6 9,198 shares | Common Stock | — | — | $530K | 2.0% | |
| American Funds Europacific Gr R6 6,805 shares | Other securities | — | — | $366K | 1.4% | |
| American Funds 2060 Target Date Fund R6 16,678 shares | Other securities | — | — | $299K | 1.1% | |
| American Funds New World R6 3,170 shares | Other securities | — | — | $244K | 0.9% | |
| American Funds American Mutual R6 2,965 shares | Other securities | — | — | $164K | 0.6% | |
| American Funds 2015 Target Date Fund R6 1,636 shares | Other securities | — | — | $20K | <0.1% | |
| American Funds Interm Bd Fd of Amer R6 584 shares | Other securities | — | — | $7K | <0.1% | |
| s *American Funds 2010 Target Date Fund R6 535 shares | Mutual Funds | — | — | $6K | <0.1% | |
| American Funds 2065 Target Date Fund R6 309 shares | Other securities | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
