This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FID INV INST OPS CO | 04-2647786 | — | RECORDKEEPER | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS INC | 04-2654524 | — | ADVISOR | $2K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| CAPITAL GRP 2020 TARGET DATE RET TR CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 520 | Common Collective Trust | $0 | — |
| CAPITAL GRP 2025 TARGET DATE RET TR CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 525 | Common Collective Trust | $0 | — |
| CAPITAL GRP 2030 TARGET DATE RET TR CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 530 |
Common Collective Trust |
| $0 |
| — |
| CAPITAL GRP 2035 TARGET DATE RET TR CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 535 | Common Collective Trust | $0 | — |
| CAPITAL GRP 2040 TARGET DATE RET TR CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 540 | Common Collective Trust | $0 | — |
| CAPITAL GRP 2045 TARGET DATE RET TR CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 545 | Common Collective Trust | $0 | — |
| CAPITAL GRP 2050 TARGET DATE RET TR CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 550 | Common Collective Trust | $0 | — |
| CAPITAL GRP 2055 TARGET DATE RET TR CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 555 | Common Collective Trust | $0 | — |
| CAPITAL GRP 2060 TARGET DATE RET TR CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 560 | Common Collective Trust | $0 | — |
| CAPITAL GRP 2065 TARGET DATE RET TR CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 565 | Common Collective Trust | $0 | — |
