Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN | 20-3691658 | IRVINE, CA | RECORDKEEPER | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BDO | — | CHICAGO, IL | OTHER | $28K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Registered Investment Companies * American Funds Growth Fund of Amer R4 | Other securities | — | — | $8.8M | 17.3% | |
| American Funds Fundamental Investors R4 | Other securities | — | — | $4.1M | 8.2% | |
| American Funds American Balanced R4 | Other securities | — | — | $4.1M | 8.0% | |
| American Funds New Perspective R4 | Other securities | — | — | $3.6M | 7.2% | |
| American Funds 2030 Target Date Fund R4 | Other securities | — | — | $3.1M | 6.1% | |
| T. Rowe Price Blue Chip Growth Adv. | Other securities | — | — | $2.7M | 5.4% | |
| American Funds 2035 Target Date Fund R4 | Other securities | — | — | $2.3M | 4.6% | |
| American Funds 2045 Target Date Fund R4 | Other securities | — | — | $2.2M | 4.4% | |
| American Funds Europacific Gr R4 | Other securities | — | — | $2.1M | 4.2% | |
| American Funds Small-Cap World R4 | Other securities | — | — | $2.0M | 4.0% | |
| Columbia Large-Cap Index A | Other securities | — | — | $2.0M | 3.9% | |
| American Funds 2050 Target Date Fund R4 | Other securities | — | — | $1.9M | 3.7% | |
| American Funds 2055 Target Date Fund R4 | Other securities | — | — | $1.8M | 3.6% | |
| American Funds 2040 Target Date Fund R4 | Other securities | — | — | $1.3M | 2.6% | |
| American Funds Bond Fund of Amer R4 | Other securities | — | — | $1.3M | 2.6% | |
| American Funds American Hi Inc Tr R4 | Common Stock | — | — | $965K | 1.9% | |
| American Funds 2060 Target Date Fund R4 | Other securities | — | — | $913K | 1.8% | |
| American Funds New World Fund R4 | Other securities | — | — | $831K | 1.6% | |
| RELIANCE METLIFE SERIES 25053 METLIFE STABLE VALUE · EIN 58-1428634 / PN 013 | Common Collective Trust | — | — | $823K | 1.6% | |
| American Funds 2025 Target Date Fund R4 | Other securities | — | — | $766K | 1.5% | |
| American Funds 2065 Target Date Fund R4 | Other securities | — | — | $562K | 1.1% | |
| American Funds 2020 Target Date Fund R4 | Other securities | — | — | $533K | 1.1% | |
| Columbia Small-Cap Index A | Other securities | — | — | $429K | 0.8% | |
| Columbia Mid-Cap Index A | Other securities | — | — | $336K | 0.7% | |
| American Funds 2015 Target Date Fund R4 | Other securities | — | — | $68K | 0.1% | |
| American Funds 2010 Target Date Fund R4 | Other securities | — | — | $62K | 0.1% | |
| PGIM Global Total A | Other securities | — | — | $61K | 0.1% | |
| American Funds 2070 Target Date Fund R4 | Other securities | — | — | $23K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
