Holdings are itemized directly on this plan's Schedule of Assets, below.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Kalkaska Screw Products, Inc. Kalkaska Screw Products, Inc. common stock | Common Stock | — | $3.5M | $5.0M | 69.4% | |
| s * American Funds Target Date 2040 R3 Fund | Mutual Funds | — | — | $591K | 8.3% | |
| American Funds Capital World Bond R3 Fund | Other securities | — | — | $454K | 6.3% | |
| American Funds Target Date 2030 R3 Fund | Other securities | — | — | $421K | 5.9% | |
| American Funds Target Date 2025 R3 Fund | Other securities | — | — | $338K | 4.7% | |
| American Funds Target Date 2035 R3 Fund | Other securities | — | — | $123K | 1.7% | |
| American Funds Target Date 2045 R3 Fund | Other securities | — | — | $85K | 1.2% | |
| American Funds Washington Mutual Investors R3 Fund | Other securities | — | — | $45K | 0.6% | |
| American Funds Target Date 2050 R3 Fund | Other securities | — | — | $33K | 0.5% | |
| American Funds AMCAP R3 Fund | Other securities | — | — | $30K | 0.4% | |
| American Funds Bond Fund of America R3 Fund | Other securities | — | — | $21K | 0.3% | |
| American Funds Target Date 2060 R3 Fund | Other securities | — | — | $12K | 0.2% | |
| American Funds Smallcap World R3 Fund | Other securities | — | — | $3K | <0.1% | |
| American Funds Target Date 2055 R3 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.
