Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SVCS. | 82-4555287 | — | RECORDKEEPER | $53K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EQUITY SERVICES INC | — | MONTPELIER, VT | INVESTMENT ADVISOR | $39K | — |
| RICHARDS INCORPORATED TRG INVESTMEN |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds 2030 Target Date Fund R6 | Other securities | — | — | $8.1M | 19.4% | |
| American Funds 2035 Target Date Fund R6 | Other securities | — | — | $6.6M | 15.8% | |
| American Funds 2025 Target Date Fund R6 | Other securities | — | — | $4.2M | 10.2% | |
| American Funds 2040 Target Date Fund R6 | Other securities | — | — | $4.0M | 9.6% | |
| American Funds 2050 Target Date Fund R6 | Other securities | — | — | $3.8M | 9.2% | |
| American Funds 2045 Target Date Fund R6 | Other securities | — | — | $2.6M | 6.2% | |
| American Funds 2020 Target Date Fund R6 | Other securities | — | — | $2.3M | 5.5% | |
| Fidelity 500 Index | Other securities | — | — | $1.5M | 3.7% | |
| American Funds 2055 Target Date Fund R6 | Other securities | — | — | $1.5M | 3.6% | |
| American Funds 2010 Target Date Fund R6 | Other securities | — | — | $1.4M | 3.3% | |
| American Funds 2060 Target Date Fund R6 | Other securities | — | — | $1.3M | 3.0% | |
| Notes receivable from participants | Other securities | — | — | $762K | 1.8% | |
| American Funds Growth Fund of Amer R6 | Other securities | — | — | $580K | 1.4% | |
| Vanguard Mid Cap Index Adm | Other securities | — | — | $454K | 1.1% | |
| Vanguard Small Cap Index Fund - Admiral | Other securities | — | — | $330K | 0.8% | |
| Vanguard Value Index - Admiral | Other securities | — | — | $316K | 0.8% | |
| American Funds American Balanced R6 | Other securities | — | — | $235K | 0.6% | |
| American Funds 2015 Target Date Fund R6 | Other securities | — | — | $229K | 0.5% | |
| Dodge & Cox Income Fund - I | Other securities | — | — | $226K | 0.5% | |
| DFA US Targeted Value I | Other securities | — | — | $209K | 0.5% | |
| Vanguard Explorer Adm | Other securities | — | — | $202K | 0.5% | |
| American Funds Smallcap World R6 | Other securities | — | — | $190K | 0.5% | |
| American Funds US Govt Money Market R6 | Cash / Money Market | — | — | $176K | 0.4% | |
| American Funds Bond Fund of Amer R6 | Other securities | — | — | $175K | 0.4% | |
| American Funds 2065 Target Date Fund R6 | Other securities | — | — | $130K | 0.3% | |
| Vanguard Developed Markets Index Admiral | Other securities | — | — | $129K | 0.3% | |
| Vanguard Long-Term Investment Grade Adm | Other securities | — | — | $61K | 0.1% | |
| American Funds Europacific GR R6 | Other securities | — | — | $53K | 0.1% | |
| American Funds New Perspective R6 | Other securities | — | — | $13K | <0.1% | |
| American Funds American HI Inc R6 | Common Stock | — | — | $4K | <0.1% | |
| American Funds New Economy R6 | Other securities | — | — | $1K | <0.1% | |
| American Funds 2070 Target Date Fund R6 | Other securities | — | — | $759 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| BATTLEBORO, VT |
| INVESTMENT ADVISOR |
| $15K |
| — |
