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 | $2K | — |
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds American Funds 2035 Target Date Fund R6 | — | — | — | $1.8M | 49.6% | |
| American Funds American Funds 2030 Target Date Fund R6 | — | — | — | $866K | 23.6% | |
| American Funds American Funds 2025 Target Date Fund R6 | — | — | — | $300K | 8.2% | |
| American Funds American Funds US Govt Money Market R6 | — | — | — | $172K |
| 4.7% |
| American Funds American Funds 2045 Target Date Fund R6 | — | — | — | $170K | 4.6% |
| American Funds American Funds 2020 Target Date Fund R6 | — | — | — | $103K | 2.8% |
| American Funds American Funds 2050 Target Date Fund R6 | — | — | — | $88K | 2.4% |
| American Funds American Funds 2040 Target Date Fund R6 | — | — | — | $67K | 1.8% |
| American Funds American Funds 2055 Target Date Fund R6 | — | — | — | $27K | 0.7% |
| American Funds American Funds 2060 Target Date Fund R6 | — | — | — | $22K | 0.6% |
| American Funds American Funds New Perspective R6 | — | — | — | $19K | 0.5% |
| American Funds American Funds 2015 Target Date Fund R6 | — | — | — | $8K | 0.2% |
| American Funds American Funds 2065 Target Date Fund R6 | — | — | — | $4K | <0.1% |
| American Funds American Funds 2010 Target Date Fund R6 | — | — | — | $3K | <0.1% |
| American Funds American Funds Bond Fund of America R6 | — | — | — | $2K | <0.1% |