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 | $19K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDWARD JONES | — | ST LOUIS, MO | INVESTMENT ADVISOR | $37K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds Growth Fund of America N/A | Other securities | — | — | $2.5M | 14.2% | |
| American Funds Fundamental Investors N/A | Other securities | — | — | $2.0M | 11.3% | |
| American Funds Target Date Retirement Fund 2030 N/A | Other securities | — | — | $1.8M | 10.2% | |
| American Funds New Perspective N/A | Other securities | — | — | $1.0M | 6.0% | |
| American Funds American Balanced N/A | Other securities | — | — | $1.0M | 5.9% | |
| American Funds Bond Fund of America N/A | Other securities | — | — | $966K | 5.6% | |
| American Funds Capital World Growth & Income N/A | Other securities | — | — | $882K | 5.1% | |
| American Funds Target Date Retirement Fund 2045 N/A | Other securities | — | — | $821K | 4.7% | |
| American Funds Target Date Retirement Fund 2035 N/A | Other securities | — | — | $811K | 4.7% | |
| American Funds Target Date Retirement Fund 2040 N/A | Other securities | — | — | $784K | 4.5% | |
| American Funds Target Date Retirement Fund 2020 N/A | Other securities | — | — | $773K | 4.4% | |
| American Funds Capital Income Builder N/A | Other securities | — | — | $767K | 4.4% | |
| American Funds Target Date Retirement Fund 2050 N/A | Other securities | — | — | $757K | 4.4% | |
| American Funds Target Date Retirement Fund 2025 N/A | Other securities | — | — | $560K | 3.2% | |
| American Funds Target Date Retirement Fund 2055 N/A | Other securities | — | — | $542K | 3.1% | |
| American Funds SMALLCAP World N/A | Other securities | — | — | $529K | 3.0% | |
| American Funds EuroPacific Growth N/A | Other securities | — | — | $498K | 2.9% | |
| American Funds Target Date Retirement Fund 2060 N/A | Other securities | — | — | $170K | 1.0% | |
| S American Funds Target Date Retirement Fund 2015 N/A | Mutual Funds | — | — | $88K | 0.5% | |
| Forfeitures | Other securities | — | — | $63K | 0.4% | |
| American Funds Target Date Retirement Fund 2065 N/A | Other securities | — | — | $45K | 0.3% | |
| American Funds US Govt Money Market N/A | Cash / Money Market | — | — | $44K | 0.3% | |
| Notes Receivable from Participants Loans collateral of particpant balances, interest 5.75% | Bonds / Notes | — | — | $7K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
