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 | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PKY ASSOCIATES, INC. | — | LIVERPOOL, NY | TPA | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AF 2035 TARGET DATE FUND R3 Mutual fund | Other securities | — | — | $1.4M | 18.4% | |
| AF 2040 TARGET DATE FUND R3 Mutual fund | Other securities | — | — | $1.0M | 13.9% | |
| AF GROWTH FUND OF AMER R3 Mutual fund | Other securities | — | — | $733K | 9.7% | |
| AF 2050 TARGET DATE FUND R3 Mutual fund | Other securities | — | — | $589K | 7.8% | |
| AF 2030 TARGET DATE FUND R3 Mutual fund | Other securities | — | — | $521K | 6.9% | |
| AF WASHINGTON MUTUAL R3 Mutual fund | Other securities | — | — | $464K | 6.2% | |
| AF 2055 TARGET DATE FUND R3 Mutual fund | Other securities | — | — | $454K | 6.0% | |
| AF 2045 TARGET DATE FUND R3 Mutual fund | Other securities | — | — | $425K | 5.6% | |
| AF INVEST CO OF AMERICA R3 Mutual fund | Common Stock | — | — | $406K | 5.4% | |
| AF AMERICAN BALANCED R3 Mutual fund | Other securities | — | — | $254K | 3.4% | |
| AF 2060 TARGET DATE FUND R3 Mutual fund | Other securities | — | — | $238K | 3.2% | |
| Notes receivable from participants 4.25% - 9.50% through 2029 - 0 - | Bonds / Notes | — | — | $236K | 3.1% | |
| AF AMCAP FUND R3 Mutual fund | Other securities | — | — | $233K | 3.1% | |
| AF NEW PERSPECTIVE R3 Mutual fund | Other securities | — | — | $219K | 2.9% | |
| AF CAPITAL INCOME BUILDER R3 Mutual fund | Other securities | — | — | $113K | 1.5% | |
| AF SMALLCAP WORLD R3 Mutual fund | Other securities | — | — | $67K | 0.9% | |
| AF BOND FUND OF AMER R3 Mutual fund | Other securities | — | — | $56K | 0.8% | |
| AF EUROPACIFIC GR R3 Mutual fund | Other securities | — | — | $40K | 0.5% | |
| AF US GOVT MONEY MARKET R3 Mutual fund | Cash / Money Market | — | — | $31K | 0.4% | |
| AF 2065 TARGET DATE FUND R3 Mutual fund | Other securities | — | — | $8K | 0.1% | |
| AF 2010 TRGT DATE RETIRE R3 Mutual fund ** 197 * AF 2025 TARGET DATE FUND R3 Mutual fund | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
