Holdings are itemized directly on this plan's Schedule of Assets, below.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds Balanced Fund Mutual Funds | Other securities | — | — | $1.8M | 34.7% | |
| American Funds 2030 Target Date Retirement Fund Mutual Funds | Other securities | — | — | $466K | 9.2% | |
| American Funds 2035 Target Date Retirement Fund Mutual Funds | Other securities | — | — | $375K | 7.4% | |
| American Funds 2050 Target Date Retirement Fund Mutual Funds | Other securities | — | — | $370K | 7.3% | |
| American Funds The Investment Company of America Mutual Funds | Other securities | — | — | $253K | 5.0% | |
| American Funds The Growth Fund of America - R-3 Mutual Funds | Other securities | — | — | $231K | 4.6% | |
| American Funds Fundamental Investors Mutual Funds | Other securities | — | — | $227K | 4.5% | |
| American Funds 2045 Target Date Retirement Fund Mutual Funds | Other securities | — | — | $183K | 3.6% | |
| American Funds 2055 Target Date Retirement Fund Mutual Funds | Other securities | — | — | $136K | 2.7% | |
| American Funds New Prospective Fund Mutual Funds | Other securities | — | — | $129K | 2.6% | |
| American Funds 2040 Target Date Retirement Fund Mutual Funds | Other securities | — | — | $118K | 2.3% | |
| American Funds IVE - R3 Mutual Funds | Other securities | — | — | $106K | 2.1% | |
| American Funds Small Cap World Fund Mutual Funds | Other securities | — | — | $99K | 2.0% | |
| American Funds American Hi Inc Tr A Mutual Funds | Common Stock | — | — | $63K | 1.2% | |
| various maturity dates through December 2029 $ - | Other securities | — | — | $58K | 1.2% | |
| American Funds 2020 Target Date Retirement Fund Mutual Funds | Other securities | — | — | $48K | 1.0% | |
| American Funds Income Fund of America - R-3 Mutual Funds | Other securities | — | — | $42K | 0.8% | |
| American Funds 2065 Target Date Retirement Fund Mutual Funds | Other securities | — | — | $33K | 0.7% | |
| American Funds Cash Management Trust Mutual Funds | Cash / Money Market | — | — | $30K | 0.6% | |
| American Funds 2060 Target Date Retirement Fund Mutual Funds | Other securities | — | — | $27K | 0.5% | |
| American Funds 2015 Target Date Retirement Fund Mutual Funds | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
