Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL RESEARCH & MANAGEMENT CO. | 95-1411037 | — | RECORDKEEPER | $6K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds 2025 Target Date Fund | Other securities | — | — | $2.1M | 12.2% | |
| American Funds 2040 Target Date Fund | Other securities | — | — | $1.8M | 10.7% | |
| American Funds 2030 Target Date Fund | Other securities | — | — | $1.5M | 8.9% | |
| American Funds 2035 Target Date Fund | Other securities | — | — | $1.4M | 8.3% | |
| American Funds Growth Fund of America | Other securities | — | — | $1.1M | 6.4% | |
| American Funds 2045 Target Date Fund | Other securities | — | — | $1.1M | 6.3% | |
| ** receivable from 12 to 60 months | Other securities | — | — | $812K | 4.7% | |
| American Funds Capital World Growth and Income Fund | Other securities | — | — | $808K | 4.7% | |
| American Funds Investment Company of America Fund | Other securities | — | — | $794K | 4.6% | |
| American Funds 2020 Target Date Fund | Other securities | — | — | $726K | 4.2% | |
| American Funds Money Market Fund | Cash / Money Market | — | — | $663K | 3.9% | |
| American Funds New World Fund | Other securities | — | — | $590K | 3.4% | |
| American Funds American Balanced Fund | Other securities | — | — | $565K | 3.3% | |
| Invesco Real Estate C ** 374 * American Funds Capital Income Builder Fund | Other securities | — | — | $431K | 2.5% | |
| American Funds 2050 Target Date Fund | Other securities | — | — | $425K | 2.5% | |
| American Funds Smallcap World Fund | Other securities | — | — | $384K | 2.2% | |
| American Funds Europacific Growth Fund | Other securities | — | — | $348K | 2.0% | |
| American Funds Bond Fund of America | Other securities | — | — | $343K | 2.0% | |
| American Funds 2055 Target Date Fund | Other securities | — | — | $294K | 1.7% | |
| American Funds High Income Trust Fund | Common Collective Trusts | — | — | $211K | 1.2% | |
| American Funds US Government Securities Fund | Other securities | — | — | $191K | 1.1% | |
| Federated Max Cap Index Fund C | Other securities | — | — | $179K | 1.0% | |
| American Funds 2060 Target Date Fund | Other securities | — | — | $64K | 0.4% | |
| American Funds 2015 Target Date Fund | Other securities | — | — | $63K | 0.4% | |
| MFS Mid Cap Value Fund | Other securities | — | — | $56K | 0.3% | |
| Franklin Natural Resources Fund Class C | Other securities | — | — | $47K | 0.3% | |
| Franklin Income C | Other securities | — | — | $20K | 0.1% | |
| American Funds 2010 Target Date Fund | Other securities | — | — | $20K | 0.1% | |
| Templeton Global Bond C | Other securities | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
