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 | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDWARD JONES | — | ST LOUIS, MO | INVESTMENT ADVISOR | $21K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| s * Capital Group | American Funds American Funds 2050 Target Date Retirement Fund | Mutual Funds | — | — | $877K | 12.8% | |
| Capital Group | American Funds American Funds 2025 Target Date Retirement Fund | Common Stock | — | — | $829K | 12.1% | |
| Capital Group | American Funds American Funds 2020 Target Date Retirement Fund | Common Stock | — | — | $786K | 11.5% | |
| Capital Group | American Funds American Funds 2035 Target Date Retirement Fund | Common Stock | — | — | $742K | 10.9% | |
| Capital Group | American Funds American Funds 2040 Target Date Retirement Fund | Common Stock | — | — | $530K | 7.7% | |
| Capital Group | American Funds American Funds 2045 Target Date Retirement Fund | Common Stock | — | — | $435K | 6.4% | |
| Capital Group | American Funds American Funds 2030 Target Date Retirement Fund | Common Stock | — | — | $408K | 6.0% | |
| Capital Group | American Funds American Funds 2055 Target Date Retirement Fund | Common Stock | — | — | $399K | 5.8% | |
| Capital Group | American Funds American Funds 2060 Target Date Retirement Fund | Common Stock | — | — | $244K | 3.6% | |
| Capital Group | American Funds American Funds 2015 Target Date Retirement Fund | Common Stock | — | — | $219K | 3.2% | |
| Capital Group | American Funds American Funds Washington Mutual Investors Fund | Common Stock | — | — | $198K | 2.9% | |
| Capital Group | American Funds American Funds Investment Company of America Fund | Common Stock | — | — | $176K | 2.6% | |
| MFS Investment Management MFS Blended Research Small Cap Equity Fund | Other securities | — | — | $174K | 2.6% | |
| Capital Group | American Funds American Funds Bond Fund of America | Common Stock | — | — | $135K | 2.0% | |
| Money market fund * Capital Group | American Funds American Funds U.S. Government Money Market Fund | Cash / Money Market | — | — | $134K | 2.0% | |
| Capital Group | American Funds American Funds Intermediate Bond Fund of America Fund | Common Stock | — | — | $132K | 1.9% | |
| various dates, secured by participant account balances | Other securities | — | — | $92K | 1.3% | |
| Capital Group | American Funds American Funds EuroPacific Growth Fund | Common Stock | — | — | $89K | 1.3% | |
| Capital Group | American Funds American Funds 2065 Target Date Retirement Fund | Common Stock | — | — | $55K | 0.8% | |
| Capital Group | American Funds American Funds 2010 Target Date Retirement Fund | Common Stock | — | — | $35K | 0.5% | |
| Capital Group | American Funds American Funds U.S. Government Securities Fund | Common Stock | — | — | $28K | 0.4% | |
| Capital Group | American Funds American Funds AMCAP Fund | Common Stock | — | — | $24K | 0.3% | |
| * Great-West Life & Annuity Insurance Company Key Guaranteed Portfolio Fund | Guaranteed Income / GIC | — | — | $14K | 0.2% | |
| Capital Group | American Funds American Funds New World Fund | Common Stock | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
