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 | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VALLEY BROOK CAPITAL GROUP, INC. | — | VENETIA, PA | INVESTMENT ADVISOR | $16K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| The Growth Fund of America-R3 N/R | Other securities | — | — | $1.1M | 21.6% | |
| American Funds 2030 Target Date-R3 N/R | Other securities | — | — | $474K | 9.1% | |
| New Perspective Fund-R3 N/R | Other securities | — | — | $436K | 8.4% | |
| Washington Mutual Investors Fund-R3 N/R | Other securities | — | — | $434K | 8.3% | |
| American Funds Money Market Fund-R3 N/R | Cash / Money Market | — | — | $417K | 8.0% | |
| American Funds 2055 Target Date-R3 N/R | Other securities | — | — | $405K | 7.7% | |
| American Funds 2045 Target Date-R3 N/R | Other securities | — | — | $351K | 6.7% | |
| American Mutual Fund-R3 N/R | Other securities | — | — | $274K | 5.2% | |
| American Funds 2050 Target Date-R3 N/R | Other securities | — | — | $243K | 4.7% | |
| Intermediate Bond Fund of America-R3 N/R | Other securities | — | — | $156K | 3.0% | |
| The Investment Company of America-R3 N/R | Other securities | — | — | $153K | 2.9% | |
| American Funds 2025 Target Date-R3 N/R | Other securities | — | — | $151K | 2.9% | |
| The Bond Fund of America-R3 N/R | Other securities | — | — | $124K | 2.4% | |
| American Funds EuroPacific Growth Fund-R3 N/R | Other securities | — | — | $85K | 1.6% | |
| The Income Fund of America-R3 N/R | Other securities | — | — | $69K | 1.3% | |
| American Funds 2020 Target Date-R3 N/R | Other securities | — | — | $62K | 1.2% | |
| American Funds 2035 Target Date-R3 N/R | Other securities | — | — | $56K | 1.1% | |
| American Balanced Fund-R3 N/R | Other securities | — | — | $49K | 0.9% | |
| American High-Income Trust-R3 N/R | Other securities | — | — | $47K | 0.9% | |
| American Funds 2040 Target Date-R3 N/R | Other securities | — | — | $45K | 0.9% | |
| American Funds 2060 Target Date-R3 N/R | Other securities | — | — | $44K | 0.8% | |
| American Funds 2065 Target Date-R3 N/R | Other securities | — | — | $6K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
