Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP | — | IRVINE, CA | RECORD KEEPER | $16K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BIG SKY RETIREMENT | — | HELENA, MT | TPA | $13K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American funds American funds 2030 Target Date Retirement Fund - | Other securities | — | — | $870K | 14.5% | |
| American funds American funds 2045 Target Date Retirement Fund - | Other securities | — | — | $864K | 14.4% | |
| American funds American funds Growth - | Other securities | — | — | $831K | 13.9% | |
| American funds American funds 2060 Target Date Retirement Fund - | Other securities | — | — | $583K | 9.7% | |
| American funds American funds 2055 Target Date Retirement Fund - | Other securities | — | — | $388K | 6.5% | |
| American funds American funds 2035 Target Date Retirement Fund - | Other securities | — | — | $357K | 6.0% | |
| American funds American funds 2050 Target Date Retirement Fund - | Other securities | — | — | $347K | 5.8% | |
| American funds American funds Moderate Growth and Income - | Other securities | — | — | $323K | 5.4% | |
| Fund * American funds American funds Global Growth - | Other securities | — | — | $294K | 4.9% | |
| American funds American funds 2020 Target Date Retirement Fund - 158 * American funds American funds 2025 Target Date Retirement Fund - | Other securities | — | — | $277K | 4.6% | |
| American funds American funds 2040 Target Date Retirement Fund - | Other securities | — | — | $257K | 4.3% | |
| American funds American funds Growth and Income - | Other securities | — | — | $199K | 3.3% | |
| American funds American funds Conservative Growth and Income - | Other securities | — | — | $150K | 2.5% | |
| American funds American funds 2015 Target Date Retirement Fund - | Other securities | — | — | $72K | 1.2% | |
| American funds American funds U.S. Government Money Market - | Cash / Money Market | — | — | $69K | 1.1% | |
| American funds American funds Preservation - | Other securities | — | — | $59K | 1.0% | |
| American funds American funds 2065 Target Date Retirement Fund - | Other securities | — | — | $35K | 0.6% | |
| American funds American funds 2010 Target Date Retirement Fund - | Other securities | — | — | $7K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
